GM
CFA
GM
CFA

Gregory Miller

11 Years of Experience
Wellesley, MA

Gregory Miller is a CFA-designated registered investment advisor at Pacific Paradigm Advisors LLC, based in Wellesley, MA, with 11 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $2.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
$2.3M average
Assets Under Management
$2.3M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Pacific Paradigm Advisors (PPA) manages a pooled investment fund, The Asia Opportunities Fund (AOF). Currently, AOF has waived all management fees. If AOF accepts investments from external investors in the future, it may charge a performance fee. PPA would disclose the performance fee to investors before they invest.

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Location

Wellesley, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gregory is a member and manager of GM Cade LLC, which is a member of Pacific Paradigm Advisors LLC. GM Cade LLC does not actively conduct any business.

Employment History
Current Registrations
Pacific Paradigm Advisors LLC
November 2014 - Present · 11 yrs 6 mos
State Registrations1 state
MA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.