Miller Anderson & Sherrerd, LLP is a large advisory firm based in West Conshohocken. It manages $71.02 billion of regulatory assets for 330 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 37 other states.
Miller Anderson & Sherrerd provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Miller Anderson & Sherrerd, LLP is $71.02 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Miller Anderson & Sherrerd, LLP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Miller Anderson & Sherrerd, LLP performs its advisory services is located at One Tower Bridge, West Conshohocken, PA 19428, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 610-940-5000 or by fax 610-940-5282. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.msdw.com.