MILLER GESKO & CO INC.
DBA: MILLER, GESKO & COMPANY INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $183.1M |
| Discretionary | $131.0M72% of AUM |
| Non-Discretionary | $52.1M |
| Client Accounts | 231 |
| Avg Account Size | $793K |
| Employees | 5 |
| Peak AUM | $218.4MFeb 2010 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $183M | +7.9% | +8.7% | +2.6% | |
| Discretionary AUM | $131M | ||||
Key Metrics
| Total AUM | $183.1M |
| Discretionary | $131.0M |
| Employees | 5 |
| Client Accounts | 231 |
| Client Range | 51-100 |
Contact & Location
Address
237 MAIN STREET
BUFFALO NY 14203
Phone
716 852-7628
Filing History
42 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$131M
71.5% of AUM
Non-Discretionary
$52M
28.5% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Broker-Dealer Custody
Related Entities (Item 7)
Investment Adviser