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Miller Lloyd Ivan Iii (Naples)


Miller Lloyd Ivan Iii is a large advisory firm based in Naples. It manages $429.61 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

Miller Lloyd Ivan Iii provides pension consulting services and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Miller Lloyd Ivan Iii: assets under management

The assets under management (AUM) of Miller Lloyd Ivan Iii is $429.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 120% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $429.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $107.4 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Miller Lloyd Ivan Iii for their services and products based on a percentage of assets under management. 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 Naples

The principal office where Miller Lloyd Ivan Iii performs its advisory services is located at 4550 Gordon Drive, Naples, FL 34102 7914, 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 239-262-8577 or by fax 239-262-8025. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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