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Daniel Joseph Harnish

Miller Investment Management, LP

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About Daniel Joseph Harnish

Daniel Joseph Harnish is a Chartered Financial Analyst and Investment Advisor Representative. Daniel has been in the industry since August 2014 and is currently registered with Miller Investment Management, LP. Daniel has been registered with Miller Investment Management, LP since August 2014. Daniel's current registrations are with the state of New York (approved in April 2021) and the state of Pennsylvania (approved in January 2020). Daniel has no other business activities that require registration with the SEC. Daniel has worked at Miller Investment Management, LP since August 2014.

Firm Information

Daniel Harnish is currently registered with Miller Investment Management, LP. Miller Investment Management, LP is an investment advisor based in WEST CONSHOHOCKEN, PA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. The firm manages over $6.37 billion in regulatory assets.
Miller Investment Management, LP

ONE TOWER BRIDGE, STE 1500

WEST CONSHOHOCKEN, PA 19428-2874

$6.38B

Assets Under Management

3

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Daniel Harnish’s Registration & Firm History

NY

01/14/2020 - Present

Miller Investment Management, LP (New York NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Joseph Harnish.
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