Thomas
Wong
Miller Investment Management, Lp
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About this Advisor
Thomas Wong is a financial advisor based in New York, New York with 5 years of relevant experience. Wong works at Miller Investment Management, Lp. They have been an employee of Miller Investment Management, Lp for all of their career. Wong has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in New York and Pennsylvania. Miller Investment Management, Lp is an advisory company based in Conshohocken, PA. The company has offices in two locations and a total of 21 employees. It handles $5 billion in assets under management between its 281 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises eight charities and foundations. Of its 281 customer accounts, 69% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Miller Investment Management, Lp has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules largely vary depending on the financial services provided. However, fee types charged by Miller Investment Management, Lp likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Miller Investment Management, Lp Brokerage Details
$5,090,505,183
21
281
$18,115,677
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Thomas Wong Work History
Thomas has been registered as a financial advisor for 5 years.*
Miller Investment Management, Lp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Wong 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 Miller Investment Management, Lp
New York, NY
Conshohocken, PA
Conshohocken, PA
New York, NY
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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