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CRD 106576
CENTER VALLEY, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JAMES MACPHERSON MILLER, III | n/a | Center Valley, PA | 35 | 42 | n/a | no |
| PETER KINSLEY MILLER | n/a | CENTER VALLEY, PA | 14 | 25 | 2 | no |
| Dawn Elizabeth Marx | n/a | CENTER VALLEY, PA | 1 | 31 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Eichenlaub, Theodore, Edward | PARTNER/CHIEF COMPLIANCE OFFICER | C | yes | 09/2024 | Oct 29, 2024 | Oct 29, 2024 |
| MILLER, PETER, KINSLEY | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | yes | 09/2024 | Oct 29, 2024 | Oct 29, 2024 |
| Miller, James, McPherson | Partner | B | no | 09/2024 | Oct 29, 2024 | Oct 29, 2024 |
| RESCH, MATTHEW, THOMAS | Partner | B | no | 09/2024 | Oct 29, 2024 | Oct 29, 2024 |
| RESCH, MICHAEL, E | Partner | B | no | 09/2024 | Oct 29, 2024 | Oct 29, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $356M | $356M | 3 | 3 | 0 | n/a | n/a |
| 2024 | Jan 30, 2025 | $317M | $317M | 3 | 3 | 0 | n/a | n/a |
| 2023 | Mar 26, 2024 | $324M | $324M | 3 | 3 | 0 | n/a | n/a |
| 2022 | Mar 29, 2023 | $331M | $331M | 4 | 4 | 0 | n/a | n/a |
| 2021 | Mar 29, 2022 | $351M | $351M | 4 | 4 | 0 | n/a | n/a |
| 2020 | Mar 26, 2021 | $322M | $322M | 4 | 4 | 0 | n/a | n/a |
| 2019 | Mar 23, 2020 | $323M | $323M | 4 | 4 | 0 | n/a | n/a |
| 2018 | Mar 27, 2019 | $296M | $296M | 4 | 4 | 0 | n/a | n/a |
| 2017 | Mar 27, 2018 | $308M | $308M | 4 | 4 | 0 | n/a | n/a |
| 2016 | Mar 29, 2017 | $273M | $273M | 4 | 4 | n/a | n/a | n/a |
| 2015 | Mar 22, 2016 | $257M | $257M | 4 | 4 | n/a | n/a | n/a |
| 2014 | Mar 27, 2015 | $271M | $271M | 4 | 4 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $253M | $253M | 4 | 4 | n/a | n/a | n/a |
| 2012 | Mar 27, 2013 | $208M | $208M | 4 | 4 | n/a | n/a | n/a |
| 2011 | Mar 28, 2012 | $191M | $191M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $356M | $317M | 12.2% | $331M | 2.4% | 3 | 3 | 0 | 0 |