Miller McCurry

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

106 Isabella St Ste 304, Pittsburgh, Pen...

Phone Number

(412) 228-4600

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Miller McCurry

Miller McCurry specializes in coordinating wealth management for high net worth families, focusing on multi-generational planning and financial complexity. They provide services such as portfolio optimization and risk mitigation, ensuring that clients' financial strategies are well-coordinated among various professionals. The firm aims to guide families through the intricate planning stages of their financial lives, working alongside their existing teams of advisors. Their clients typically include families who have successfully navigated significant financial milestones and require comprehensive support in managing their wealth.Explore more
Miller McCurry's Social MediaPopular SearchesMiller McCurry LLCMiller McCurryMillerMcCurry LLCMillermccurrySIC Code 62,628NAICS Code 52,523Show more

Miller McCurry Org Chart

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Financial Advisor & Chief Executive Officer

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Principal

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Compare Similar Companies to Miller McCurry

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Miller McCurry

<$5M
1-10
Private
-
2019
TK
Tara KovachFinancial Advisor & CEO
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$6.1M
1-10
Private
-
2006
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2002
KG
Katelyn GoepferichChief Compliance Officer & Director, Retirement Services
<$5M
1-10
Private
-
2018
LR
Lexi RagerOffice Manager
<$5M
1-10
Private
-
2017
RM
Raymond MorrisDirector, Portfolio Management & Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Miller McCurry is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Miller McCurry is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Miller McCurry.

Miller McCurry Tech Stack

A closer look at the technologies used by Miller McCurry

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Frequently Asked Questions Regarding Miller McCurry

What is Miller McCurry's official website?
Miller McCurry's official website is www.millermccurry.com
What is Miller McCurry's Revenue?
Miller McCurry's revenue is <$5 Million
What is Miller McCurry's SIC code?
Miller McCurry's SIC: 62,628
What is Miller McCurry's NAICS code?
Miller McCurry's NAICS: 52,523
How many employees does Miller McCurry have?
Miller McCurry has 1-10 employees
What industry does Miller McCurry belong to?
Miller McCurry is in the industry of: Finance, Securities Trading
What is Miller McCurry competition?
Miller McCurry top competitors include: Jarvis Global Investments, Dowd Financial Group, Pointer Creek Wealth Management, High Pines Wealth Management
What technology does Miller McCurry use?
Some of the popular technologies that Miller McCurry uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Miller McCurry?
Miller McCurry contact info: Phone number: (412) 228-4600 Website: www.millermccurry.com
What does Miller McCurry do?

Miller McCurry specializes in coordinating wealth management for high net worth families, focusing on multi-generational planning and financial complexity. They provide services such as portfolio optimization and risk mitigation, ensuring that clients' financial strategies are well-coordinated among various professionals. The firm aims to guide fam... ilies through the intricate planning stages of their financial lives, working alongside their existing teams of advisors. Their clients typically include families who have successfully navigated significant financial milestones and require comprehensive support in managing their wealth.Read More

What are Miller McCurry social media links?
Miller McCurry Linkedin page
Is Miller McCurry a public company?
Miller McCurry is private company therefore does not currently have an official ticker symbol
See more information about Miller McCurry

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