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Agnes C Kim

MILLER INVESTMENT MANAGEMENT, LP·WEST CONSHOHOCKEN, Pennsylvania
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ONE TOWER BRIDGE, STE 1500, WEST CONSHOHOCKEN, PA 19428-2874CRD# 5655181Firm CRD# 108380
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About

Agnes C Kim is a registered financial advisor based in WEST CONSHOHOCKEN, Pennsylvania, affiliated with MILLER INVESTMENT MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
MILLER INVESTMENT MANAGEMENT, LP
MILLER INVESTMENT MANAGEMENT, LP
AUM
$6.4B
Regulatory assets under management
Employees
23
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5655181
Firm CRD# 108380
No disclosures on file
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Frequently Asked Questions

What services does Agnes C Kim offer?
Agnes C Kim specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.
What are Agnes C Kim's credentials?
Agnes C Kim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Agnes C Kim located?
Agnes C Kim is based in WEST CONSHOHOCKEN, Pennsylvania, working with MILLER INVESTMENT MANAGEMENT, LP. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.
How does Agnes C Kim charge for services?
Agnes C Kim's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILLER INVESTMENT MANAGEMENT, LP?
MILLER INVESTMENT MANAGEMENT, LP has approximately 23 employees and manages $6.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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