Duncan Rolph, Managing Partner, Miracle Mile Advisors sat down with Julie Cooling, Founder & CEO, RIA Channel to discuss his firm and helping clients meet their needs.
Miracle Mile Advisors is an RIA firm with roughly $1.4 billion in assets under management, focused on providing holistic wealth management services to businesses, high net worth clients and their families. The Los Angeles based firm recently ranked #68 on RIA Channel’s recent Top 100 Wealth Manager List and #51 on RIA Channel’s recent Top 100 ETF Power Users list. The firm was founded by Duncan Rolph and Brock Moseley over ten years ago.
Nearly doubling in assets since 2016, Miracle Mile, shows no signs of slowing down. The firm offers a full suite of comprehensive planning and customized investment solutions for its clients spanning from tax optimization to asset allocation and portfolio design. Touting a deep bench of industry experience, energetic company culture and an unrelenting emphasis on fiduciary responsibility, Miracle Mile aims to deliver a unique and client-centric experience.
Duncan Rolph brings his own unique background and skill set to the table. Prior to founding Miracle Mile Advisors, Rolph was managing director for a $15 billion investment consulting firm. Early in his career Rolph sold copiers and later started his own venture backed technology company. His experience building his own wealth, managing business complexities, capital, and planning needs was pertinent to his work today. Rolph now works closely with other entrepreneurs to provide risk management, wealth transfer planning, asset allocation, and investment advice.
In January of 2020, Miracle Mile announced the launch of their institutional consulting division, Miracle Mile Institutional. The consulting arm, led by Michael Treidl, Frank Lee and Gerard Tamparong, will bring over 50 years of combined institutional experience to the table. Miracle Mile Institutional will serve pension funds, endowments and non-profit organizations with a highly tailored approach. The team offers institutional clients ERISA fiduciary services, an open architecture platform, and portfolios constructed with low-cost ETF and index solutions.
Rolph says over 80% of their growth has come through client referrals which is a huge testament to the work they are doing. While other firms have relied on private equity infusions to fuel M&A, Miracle Mile has relied on clients, CPAs, and attorneys primarily. As the advisory business changes, Rolph points out that scale is crucial in order to provide the holistic services clients are demanding. Managing growth, he points out, requires a client-centric discipline, which is what Miracle Mile is all about.
For more information, visit: www.MiracleMileAdvisors.com. Miracle Mile’s Rolph On Client-Centric Planning
Duncan Rolph, Managing Partner, Miracle Mile Advisors sat down with Julie Cooling, Founder & CEO, RIA Channel to discuss his firm and helping clients meet their needs.
Miracle Mile Advisors is an RIA firm with roughly $1.4 billion in assets under management, focused on providing holistic wealth management services to businesses, high net worth clients and their families. The Los Angeles based firm recently ranked #68 on RIA Channel’s recent Top 100 Wealth Manager List and #51 on RIA Channel’s recent Top 100 ETF Power Users list. The firm was founded by Duncan Rolph and Brock Moseley over ten years ago.
Nearly doubling in assets since 2016, Miracle Mile, shows no signs of slowing down. The firm offers a full suite of comprehensive planning and customized investment solutions for its clients spanning from tax optimization to asset allocation and portfolio design. Touting a deep bench of industry experience, energetic company culture and an unrelenting emphasis on fiduciary responsibility, Miracle Mile aims to deliver a unique and client-centric experience.
Duncan Rolph brings his own unique background and skill set to the table. Prior to founding Miracle Mile Advisors, Rolph was managing director for a $15 billion investment consulting firm. Early in his career Rolph sold copiers and later started his own venture backed technology company. His experience building his own wealth, managing business complexities, capital, and planning needs was pertinent to his work today. Rolph now works closely with other entrepreneurs to provide risk management, wealth transfer planning, asset allocation, and investment advice.
In January of 2020, Miracle Mile announced the launch of their institutional consulting division, Miracle Mile Institutional. The consulting arm, led by Michael Treidl, Frank Lee and Gerard Tamparong, will bring over 50 years of combined institutional experience to the table. Miracle Mile Institutional will serve pension funds, endowments and non-profit organizations with a highly tailored approach. The team offers institutional clients ERISA fiduciary services, an open architecture platform, and portfolios constructed with low-cost ETF and index solutions.
Rolph says over 80% of their growth has come through client referrals which is a huge testament to the work they are doing. While other firms have relied on private equity infusions to fuel M&A, Miracle Mile has relied on clients, CPAs, and attorneys primarily. As the advisory business changes, Rolph points out that scale is crucial in order to provide the holistic services clients are demanding. Managing growth, he points out, requires a client-centric discipline, which is what Miracle Mile is all about.
For more information, visit: www.MiracleMileAdvisors.com.