Miller/Russell & Associates LLC (Phoenix)

Miller/Russell & Associates LLC is a large advisory firm based in Phoenix. It manages $2.36 billion of regulatory assets for 1,577 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Arizona, California, Nevada, and 5 other states.

Miller/Russell & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Miller/Russell & Associates: assets under management

The assets under management (AUM) of Miller/Russell & Associates LLC is $2.36 billion. The firm's AUM has grown by 103% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.35 billion in discretionary accounts and $1.02 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.16 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.47 million.

Miller/Russell & Associates has custody of $406.96 million in cash and securities for 291 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Miller/Russell & Associates LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Miller/Russell & Associates LLC

Dennis Harrison Miller has been acting as President since 1 Dec 2009. Maureen Ann Rzeppa joined the executive team most recently as the Managing Partner, Cao, Cco.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 4 indirect owners.

Based in Phoenix

The principal office where Miller/Russell & Associates LLC performs its advisory services is located at 3200 E. Camelback Road, Phoenix, AZ 85018, which is also the mailing address of the firm. An additional office of the firm is in Las Vegas, NV. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 602-468-1232 or by fax 602-468-1054. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at miller-russell.com/.

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