Rowland Miller + Partners LLC
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Overview
Rowland Miller + Partners LLC is a financial advisor company headquartered in Atlanta, Georgia. The company handles $460.2 million in assets across 566 customer accounts, placing it among the bigger firms in the United States by assets under management (AUM). The firm has a small group, including 3 financial advisors. Rowland Miller + Partners LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial investments like bonds, stocks and options.
Rowland Miller + Partners LLC oversees all of its accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes transaction judgments for the client's account without requiring client consent. The company's typical account size is $813,090. The average advisor at Rowland Miller + Partners LLC manages around 189 client accounts.
The company's main office is located at 3060 Peachtree Road, N.W., Atlanta, Georgia 30305. The firm is permitted to serve clients across 7 states, including Alabama, Florida, Georgia, Louisiana, North Carolina, South Carolina and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Rowland Miller + Partners LLC by the Numbers
$460.2 million
4
566
$813.1 thousand
Fee Structure
Financial management fees usually are based on the type of services offered. Fees billed by Rowland Miller + Partners LLC typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to retail investors and high net worth investors. Out of its 566 customers, Rowland Miller + Partners LLC's largest client group is retail investors, though it also caters to 105 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients reside abroad.
- High-Net-Worth Individuals* - 44.3%
- Other Individuals - 55.7%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Rowland Miller + Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Rowland Miller + Partners LLC
Atlanta, GA
Atlanta, GA
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