Henry Miller
Miller Investment Management · West Conshohocken, Pennsylvania
Henry Miller is a fee-only financial advisor at Miller Investment Management in West Conshohocken, Pennsylvania, who holds the CFA credential. Henry focuses on sustainable & impact investing. Miller Investment Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Miller Investment Management |
|---|---|
| Based in | West Conshohocken, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $7.10B across 308 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY, PA · CRD 832683 |
| Exams passed | Series 63 (1993) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.millerinv.com |
| Profile |
How Henry's firm compares
- Miller Investment Management's average account is about $23.1 million, from its Form ADV (assets managed divided by 308 accounts).
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Questions about Henry
Is Henry Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Henry holds no broker registration, and Miller Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Henry charge for financial advice?
Henry's firm, Miller Investment Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Henry Miller based?
Henry Miller is based in West Conshohocken, Pennsylvania.
What does Henry specialize in?
Henry's specialties include sustainable & impact investing.
What credentials does Henry Miller hold?
Henry Miller holds the CFA credential.
Is Henry Miller registered with the SEC?
Yes. Henry Miller is registered as an investment adviser representative in NY and PA (CRD 832683), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Miller Investment Management manage?
Miller Investment Management reports $7.10B across 308 accounts in assets under management.
How do I contact Henry Miller?
Through Henry's website, www.millerinv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Miller Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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