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MILLER GLOBAL INVESTMENTS, L.L.C.
CRD 114683 · SEC 801-113438
5949 SHERRY LANE, SUITE 1050, DALLAS, TX, 75225, United States
Phone
214-272-8504
Fax
214-272-8514
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$199.4M
Discretionary AUM
$199.4M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $20.6M |
| High net worth individuals | 48 | $146.0M |
| Pension/profit sharing plans | 1 | $4.9M |
| Corporations/business entities | 1 | $12.8M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD