Miller Sheldon Joseph is a large advisory firm based in Wichita. It manages $49.18 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Kansas.
Miller Sheldon Joseph provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Miller Sheldon Joseph is $49.18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Miller Sheldon Joseph for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Miller Sheldon Joseph performs its advisory services is located at 8100 E 22 Nd St. North Bld 1900, Wichita, KS 67226 2319, 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 316-683-5150 or by fax 316-683-6638. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.