|
⚲
|
| Miller Gesko & Co Inc
✚
|
|
|---|---|
| CRD # | 109671 |
| SEC # | 801-26388 |
| CIK # | |
| AUM | $183.1 M (2026-03-19) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 716-852-7628 |
| Address | 237 Main Street Buffalo, NY 14203 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 10.0 |
| (b) Individuals (high net worth individuals) | 40 | 159.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.3 |
| (h) Charitable organizations | 5 | 12.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 231 | 183.1 |
| By Discretionary | ||
| Discretionary | 195 | 131.0 |
| Non-Discretionary | 36 | 52.1 |
| Total | 231 | 183.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.1 | |
| Total | 231 | 183.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sledge and Company Wealth Advisors LLC
✚
|
NC | 0.2 |
|
Hoffman Alan Nathan
✚
|
0.2 | |
|
TIDE Cove Capital Partners LLC
✚
|
0.2 | |
|
Hoffmann Hermanson LLC
✚
|
CO | 0.2 |
|
Walton Financial
✚
|
AL | 0.2 |
|
Anchored Financial Planning LLC
✚
|
NJ | 0.2 |
|
OFC Financial Planning LLC
✚
|
0.2 | |
|
White WING Wealth Management LLC
✚
|
TX | 0.2 |
|
Invariant Investment Management LLC
✚
|
PA | 0.2 |
|
SAFS LLC
✚
|
PA | 0.2 |