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Mark Anthony Miller (Dallas)


Mark Anthony Miller is an adviser based in Dallas. It manages $14.57 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Texas.

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Mark Anthony Miller provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mark Anthony Miller: assets under management

The assets under management (AUM) of Mark Anthony Miller is $14.57 million. The firm's AUM has gone down by -61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11.49 million in discretionary accounts and $3.08 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.28 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $439.32 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mark Anthony Miller for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Mark Anthony Miller performs its advisory services is located at 5550 Lbj Freeway, Dallas, TX 75240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-490-4345 or by fax 972-490-0141. The normal business hours are by appointment on Other. You can find more information about the New York firm at www.mecadvisors.com.


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