Miles Capital Inc

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Assets, Funds, Holdings

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CAFR Data
Miles Capital Inc
CRD #105376
SEC #801-17430
CIK #1276151, 823576
AUM $1.8 BB (100% Disc, 100% US)
Employees19 (42% Investors, 11% Brokers)
Phone515-244-5426
Address1415 28th Street
West Des Moines, IA 50266-1461
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
10.08.06.04.02.00.02000200620132020
Sector Holding Cap ($MM) Value ($MM)
BND9.9
HYG8.7
VEA2.7
AAPL843,560.01.8
VYM1.8
ICE41,240.01.8
MSFT865,660.01.7
IVV1.7
NEE90,610.01.6
VNQ1.5
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
Comparable Firms State AUM ($BB)
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MA 1.8
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NY 1.8
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MA 1.8
LVW Advisors LLC
NY 1.8
Valor Advisors LLC
FL 1.8
OBS Financial Services Inc
OH 1.8
HSBC Asset Management Singapore Limited
1.8
Vista Wealth Management Group LLC
CA 1.8
Klingman and Associates LLC
NY 1.8
Carlson Capital Management LLC
MN 1.8
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