Miller/Russell Acquisition LLC (Phoenix)

Name: Miller/Russell Acquisition LLC
Address: 2701 E. Camelback Road, Phoenix, AZ, 85016
Telephone: 602-468-1232

Miller/Russell Acquisition LLC is a large advisory firm based in Phoenix. It manages $1.1 billion of regulatory assets for 432 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, California, Colorado, and 4 other states.

Miller/Russell Acquisition provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Miller/Russell Acquisition: assets under management

The assets under management (AUM) of Miller/Russell Acquisition LLC is $1.1 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $889.43 million in discretionary accounts and $210.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.48 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.88 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Miller/Russell Acquisition LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Miller/Russell Acquisition LLC

Dennis Harrison Miller has been acting as President since 1 Dec 2009. Miller/Russell Management Llc joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Miller/Russell Management Llc	Member	1 Dec 2009	75% - 100%	27-1529745
Western Alliance Bancorporatiaon	Member	1 Dec 2009	25% - 50%	88-0365922
Dennis Harrison Miller	Principal/director	1 Dec 2009	25% - 50%	2581097
Bradley Scott Lemon	Principal/director	1 Dec 2009	25% - 50%	1536255
Dale Moroni Gibbons	Director	1 Dec 2009	Other	4797841
Maureen Ann Rzeppa	Chief compliance officer	1 Dec 2009	Other	4769528

Based in Phoenix

The principal office where Miller/Russell Acquisition LLC performs its advisory services is located at 2701 E. Camelback Road, Phoenix, AZ 85016, 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 www.miller-russell.com.