Miller, Gesko & Company Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Buffalo, NY. Its latest Form ADV filing, dated March 19, 2026, reports $183M in regulatory assets under management, 5 employees, 1 office, and 231 accounts.
Assets Under Management
$183M
Employees
5
Offices
1 office
Total Clients
80
Primary office
BUFFALO, NY
237 MAIN STREET, STE 600, BUFFALO, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
40
2
Individuals
43.8%
35
3
Charitable
6.3%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$183Mas of March 19, 2026
Discretionary71.5%
$131M
72% of total RAUM71.5%
Non-discretionary28.5%
$52M
28% of total RAUM28.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$183M
Total Accounts231
10Y AUM Change+$51M (+38.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee16:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.