Lauren
Miller

Principal Asset Management

CRD#6076495
Investment Advisor
in Brookhaven, GA

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About this Advisor

Lauren Miller is a financial advisor based in Brookhaven, Georgia, working with Principal Asset Management. Lauren has previously held positions at Hrc Fund Associates, LLC, Hrc Portfolio Solutions, LLC, Brookfield Investment Management, Inc, Quasar Distributors, LLC, and Principal Funds Distributor, Inc. Lauren has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia. Currently, Lauren is part of Principal Asset Management, which operates out of Brookhaven, Georgia. The firm has 19 offices and 1,955 employees. The firm manages assets totaling $377.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Principal Asset Management includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

Brookhaven, GA

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Principal Asset Management Brokerage Details

Total Assets Under Management

$377,222,976,882

GA Average: $9,259,360,772
Total Number of Employees

1,955

GA Average: 166
Total Number of Accounts

6,824

GA Average: 7,189
Average Account Size

$55,278,865

GA Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Lauren Miller Work History

2018 - Present (6 years)

Principal Funds Distributor, Inc

2018 - 2018 (< 1 year)

Brookfield Investment Management, Inc

2018 - 2018 (< 1 year)

Quasar Distributors, LLC

2013 - 2018 (5 years)

Hrc Fund Associates, LLC

2013 - 2018 (5 years)

Hrc Portfolio Solutions, LLC

Disclosures

Please visit the SEC profile of Lauren Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Principal Asset Management

Tyler Dubay
Alpharetta, GA
Samantha Kintzle
Des Moines, IA
Jordan Fahr
Des Moines, IA
Juliana Thomas
Des Moines, IA
Dejha Krajcar
Lambertville, MI
Sunita Advaney
Forest Hills, NY
Cole Vautier
Des Moines, IA
Kate Davidson
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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