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West Conshohocken, PA Office

Team
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Miller Investment Management, Lp logo

Miller Investment Management, Lp

Multi-team

Firm-wide stats for Miller Investment Management, Lp

Total advisors

6

Across 2 offices

Clients per advisor

26 Very Low

Avg AUM per client

$40,691,135 Very High

HNW client ratio

82% Very High

About

Miller Investment Management provides investment advisory and supervisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, foundations, endowments, trusts, business entities and private pooled vehicles. The firm also offers retirement plan consulting and sponsors pooled Private Funds available to qualified investors, in addition to managing separately managed accounts.

Miller’s investment process combines input from an internal Investment Strategy Committee and a Portfolio Management Committee and uses both fundamental and technical analysis to set client allocations, generally with a long-term focus while permitting shorter-term trades and specialized strategies where agreements allow. The firm’s reported assets show a notably large non-discretionary footprint — roughly $1.78 billion managed on a discretionary basis versus about $5.33 billion advised on a non-discretionary basis as of 12/31/2025 — reflecting a mix of advice-centric relationships and delegated pooled-vehicle management.

What is distinctive about Miller is its role as general partner, manager and sponsor of multiple Private Funds that invest in public securities, private equity and real estate and that may charge management and performance-based (carried interest) fees; the brochure discloses that most of these funds are not currently accepting new investors and that the firm will not use discretionary authority to place client accounts into its own funds without written consent. The firm also discloses other potential conflicts — including an employee who is a licensed insurance broker and commissions related to insurance sales (and that the firm’s insurance agency license expired in December 2025) — and describes policies intended to mitigate those conflicts and to govern pooled-vehicle proxy voting.

Based on Miller Investment Management, Lp

Expertise

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k)

Based on Miller Investment Management, Lp

Location

One Tower Bridge, Ste 1400

West Conshohocken PA 19428-2874

Advisors at this office

5

Advisors at this office

user avatar

Henry M

CFA®, Series 63

West Conshohocken, PA

Miller Investment Management, Lp

Henry Miller is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He has been with Miller Investment Management, LP since 1998. Outside of his advisory role, he serves as a director on the boards of several fast casual restaurant businesses and a music production and publishing company. Miller Investment Management provides advisory and supervisory services to individuals, pension plans, foundations, trusts, and private pooled vehicles. The firm employs a combined fundamental and technical analysis approach with a long-term focus, managing both discretionary and non-discretionary assets across separately managed accounts and private funds.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Timothy L

Series 63, Series 65

West Conshohocken, PA

Miller Investment Management, Lp

Timothy Letter is a financial advisor with Miller Investment Management, LP in West Conshohocken, PA, holding Series 63 and Series 65 designations and 27 years of industry experience. Prior to joining Miller Investment Management in 2018, he worked at Prudential Annuities Distributors, Inc. and The Prudential Insurance Company of America from 2007 to 2018. He serves as a trustee and treasurer on the board of the TDL Foundation, a charitable organization based in New Orleans. Miller Investment Management provides investment advisory and supervisory services to individuals, pension plans, foundations, trusts, business entities, and private pooled vehicles. The firm combines fundamental and technical analysis through internal committees to guide client allocations and acts as general partner and manager of multiple Private Funds investing across public securities, private equity, and real estate.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Henry M

Series 65

West Conshohocken, PA

Miller Investment Management, Lp

Henry Miller Jr. is a financial advisor at Miller Investment Management, LP with nine years of industry experience. He holds a Series 65 designation and has been with Miller Investment Management since 2016. Miller Investment Management provides advisory and supervisory services to individuals, pension plans, foundations, endowments, trusts, business entities, and private pooled vehicles. The firm employs a combination of fundamental and technical analysis through internal committees to guide client allocations, managing both discretionary and non-discretionary assets across a broad range of investment strategies.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Daniel H

CFA®

West Conshohocken, PA

Miller Investment Management, Lp

Daniel Harnish is a CFA® charterholder with 12 years at Miller Investment Management, LP and 6 years of industry experience. He serves as a general partner and director of PNB, LLC, a banking consulting business, and is also a director at Jake’s SB Holding Company, LLC, a fast casual restaurant venture. Miller Investment Management provides advisory and supervisory services to individuals, pension plans, foundations, and private pooled vehicles. The firm employs a combination of fundamental and technical analysis through internal committees, manages both discretionary and non-discretionary assets, and sponsors multiple private funds investing across public securities, private equity, and real estate.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Clayton P

Series 65

West Conshohocken, PA

Miller Investment Management, Lp

Clayton Parrett is a financial advisor at Miller Investment Management, LP with 10 years of industry experience. He holds a Series 65 designation and has been with Miller Investment Management since 2015. Outside of his advisory role, he serves as a general partner and director in several non-investment-related businesses, including a banking consulting firm, insurance industry software companies, a fast casual restaurant business, and a music production and publishing company. Miller Investment Management provides advisory and supervisory services to individuals, pension plans, foundations, endowments, trusts, business entities, and private pooled vehicles. The firm employs a combination of fundamental and technical analysis in managing client portfolios, offers retirement plan consulting, and acts as general partner and sponsor for multiple private funds investing across public securities, private equity, and real estate.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k)
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