Miller Global Investments, L.L.C., based out of Dallas, TX, is a reputable and client-focused investment advisory firm. With over 30 individual clients and a remarkable $152,025,000 in assets under management, they provide comprehensive financial services tailored to meet their clients' specific needs.
As a small firm, Miller Global Investments, L.L.C. boasts a single office in Dallas, Texas. While their 401K and individual accounts make up less than 30% of their total assets under management, they possess the expertise to effectively manage employer funds, allowing them to offer a wide range of investment options to their clients. Importantly, all assets managed by the firm are done so on a discretionary basis, enabling them to make investment decisions on behalf of their clients.
Catering primarily to high net worth individuals, Miller Global Investments, L.L.C. has established a strong reputation for its personalized and attentive service. Their compensation structure includes various models, such as a percentage of assets under management, ensuring alignment with their clients' investment goals.
With a team of three dedicated professionals, all of whom provide investment advisory services, Miller Global Investments, L.L.C. delivers expertise and commitment to their clients. Their investment advisors manage an average of approximately $50,670,000 in assets, which aligns with the industry average. Notably, the firm takes pride in the tenure and experience of its advisors, including Edward Terrill, Michelle Krick, and Scott Miller, who have been with the firm for an extended period.
Overall, Miller Global Investments, L.L.C. distinguishes itself by offering tailored investment strategies, an experienced team, and a commitment to providing exceptional financial advisory services to their valued clients.