MILLER, GESKO & COMPANY INC.
MILLER GESKO & CO INC. Legal Name
Adviser information for MILLER, GESKO & COMPANY INC. last updated from Form ADV on January 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 200 | $117.9M |
| Non-Discretionary | 34 | $34.1M |
| Total | 234 | $152.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 55 | $10.5M |
| HNW Individuals | 40 | $131.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $1.1M |
| Charitable organizations | <5 | $9.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-26388 |
|---|---|
| SEC ERA File Number | 801-26388 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 109671 |
| Legal Entity Identifier | None |
Principal Office
237 MAIN STREETSTE 600
BUFFALO
NY
United States
Monday - Friday, 8:30AM THRU 4:30PM
Tel: 716 852-7628, Fax: 716 852-7637
Websites
Chief Compliance Officer
HENRY Z URBAN JR
CHIEF COMPLIANCE OFFICER
237 MAIN STREET SUITE 600
BUFFALO,
NY
United States
Tel:
(716) 852-7628
Fax:
(716) 852-7637
H*****@**************M
(Full email address available in API data)
Regulatory Contact
ROBERT MILLER JR
VICE PRESIDENT
237 MAIN STREET SUITE 600
BUFFALO
NY
United States
Tel:
716-852-7628
Fax:
716-852-7637
B******@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GESKO, PAUL, RAYMOND | Individual | – | PRESIDENT | 05/1985 | 50-75% |
| MILLER, JR, ROBERT, LANG | Individual | – | VICE PRESIDENT | 05/1999 | 25-50% |
| URBAN, HENRY, ZELLER | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2004 | 10-25% |