Miller Howard Investments is an investment advisor in Kingston with $3.15 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
141710657
SEC advisor number
801-28170
FINRA CRD number
105800
AUM ?
$3.15 bn
(as of 30 Jun 23)
Accounts
2,274
(as of 30 Jun 23)
Employees
32
(12 investment advisory or research)
Address
Miller Howard Investments
P O BOX 549
10 DIXON AVENUE
WOODSTOCK
NY 12498
P O BOX 549
10 DIXON AVENUE
WOODSTOCK
NY 12498
Office hours
Monday - Friday, 8:30 AM- 5:30 PM
Phone
8456799166
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Atkins, Charles, Michael | Chief Compliance Officer | 05/2018 | < 5% |
Hamada, Helen | Director/chair | 10/2015 | < 5% |
Leslie, John, E | Director/portfolio Manager/research Analyst | 03/2006 | < 5% |
Jenifer, Luan | Director/president/ceo | 06/2016 | < 5% |
Helhoski, Brian | Chief Financial Officer | 05/2018 | < 5% |
Hughes, Danielle, Frances | Director | 11/2018 | < 5% |
Miller/howard Investments, Inc. Employee Stock Ownership Trust | Trust | 11/2018 | > 75% |
Horowitz, Eva, Marie | Director/chief Operating Officer/secretary | 01/2020 | < 5% |
Johnston, Catherine, M | Chief Marketing Officer | 06/2021 | < 5% |
Powell, Gregory, Lee | Chief Investment Officer | 11/2020 | < 5% |
Roth, Beth, Ann | Director | 06/2022 | < 5% |
Spinnaker Trust | Trustee of the Mhi Employee Stock Ownership Plan Trust | 11/2018 | < 5% |
Latest filings (excl ownership)
PX14A6G
Letter to shareholders
22 Apr 24
PX14A6G
Letter to shareholders
8 May 23
PX14A6G
Letter to shareholders
23 Mar 21
PX14A6G
Letter to shareholders
5 Mar 18
PX14A6G
Letter to shareholders
11 Apr 17
PX14A6G
Letter to shareholders
21 Mar 17
PX14A6G
Letter to shareholders
7 Apr 16
PX14A6G
Letter to shareholders
23 Mar 16
PX14A6G
Letter to shareholders
27 Mar 15
PX14A6G
Letter to shareholders
20 Mar 15
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22