Miracle Mile Advisors
Miracle Mile Advisors, founded in 2007, is an independent wealth management firm headquartered in Los Angeles, managing over $5.8 billion in assets and specializing in services for high-net-worth families and institutions.
Founders
Miracle Mile Advisors was founded in 2007 by a group of former Wall Street advisors. These founders brought with them extensive experience in the financial sector, which has significantly influenced the firm's approach to wealth management. Their background has enabled Miracle Mile Advisors to offer sophisticated financial services tailored to the needs of high-net-worth families and institutions.
Services
Miracle Mile Advisors provides a comprehensive array of financial services including financial planning, tax planning, investments, retirement planning, philanthropic planning, insurance, navigating life and liquidity events, and estate planning. Each service is designed to address the unique needs of high-net-worth clients, employing a holistic approach to wealth management that emphasizes Return on Life (ROL).
Assets Under Management
As of March 31, 2024, Miracle Mile Advisors manages over $5.8 billion in assets. The firm's asset management approach leverages a proprietary methodology specifically designed to meet the needs of high-net-worth families and institutions. Assets are held with well-known third-party custodians like Charles Schwab and Fidelity, ensuring security and reliability.
Locations
Headquartered in Los Angeles, Miracle Mile Advisors has expanded its presence with team locations across the United States. These include major cities such as New York, Portland, Seattle, and San Francisco. This geographic footprint allows the firm to better serve clients nationwide by leveraging local expertise and deep market insights.
Security Measures
Miracle Mile Advisors employs advanced cybersecurity measures to protect client information. These measures include two-factor authentication and voice verification, ensuring that sensitive data remains secure. The firm's commitment to robust security practices underscores its dedication to client trust and confidentiality.