The terms and conditions of use set forth below apply to each of the pages of this website (collectively, the “Website”). Please read these terms and conditions of use carefully before using this Website. By using this Website, you signify your agreement with the following terms and conditions of use without limitation or qualification. Miracle Mile Advisors, LLC (“MMA”) may at any time revise these conditions by updating this posting. You are bound by any such revisions and should therefore periodically visit this page to review the then-current terms and conditions of use to which you are bound.
This Website is limited to the dissemination of general information about the services provided by MMA. This Website and the information contained herein do not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.
It should not be assumed that past investment performance is an indication of future results. Wherever there is the potential for profit there is also the possibility of loss. There is no assurance the services/plans being promoted will lead to a successful investment result. Information throughout this site, whether stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web site should be interpreted to state or imply that past results are an indication of future performance. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY,COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE.
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This Website may contain links to other websites. MMA does not review or monitor any websites linked from or to the Site and will not be responsible for the content of any such linked website. If you decide to access the linked website, you do so at your own risk. MMA is not responsible for the information, materials or services obtained on or from such other websites and will not be liable in any respect for any damages arising from your access of such websites. Any such links are provided merely for the convenience of the users of the Website and the inclusion of the links does not imply any endorsement, representation or warranty by MMA with respect to any such website or the content or services contained through such websites. Furthermore, you agree not to link any of your websites or any third party website to this Website without the express prior written consent of MMA. Charles Schwab & Co. assumes no liability for the content or presentation of linked sites. In addition, MMA does not review the Schwab web site, and makes no representation regarding the content of the web site. This web site is for informational purposes only and does not constitute a complete description of our investment services or performance.
These terms and conditions of use shall be governed by and construed in accordance with the laws of the state of California applicable to agreements made and to be performed wholly within such state. You agree that any dispute or action at law or inequity arising out of or relating to these terms and conditions of use or your use of the Site shall be commenced only in the state or federal courts located in Los Angeles County, California and you hereby consent and submit to the personal jurisdiction of such courts for the purposes of any such dispute or action.
No waiver by MMA of any right under or term or provision of these terms and conditions of use will be deemed a waiver of any other right, term or provision of these terms and conditions of use at that time or a waiver of that or any other right, term or provision of these terms and conditions of use at any other time. Integration and severability: If any provision of these terms and conditions of use is found to be invalid, unlawful, void or for any reason unenforceable then that provision shall be deemed severable from these terms and conditions of use and shall not affect the validity and enforceability of any remaining provisions. These terms and conditions of use represent and constitute the entire agreement between MMA and you relating the subject matter discussed herein.
These terms and conditions of use are effective until terminated by MMA. However, you may terminate the terms and conditions of use at any time by destroying all information and materials obtained by you or on your behalf from the Website and all associated documentation, copies, and installations whether made under these terms or otherwise. Such termination by you will not be effective until MMA, in its sole discretion, determines that you have complied with all terms or conditions stated herein. Upon termination of these terms you must destroy all information and materials obtained by you or on your behalf from the Website and all associated documentation, copies, and installation whether made under these terms or otherwise. MMA, a registered Investment Advisor, is registered with all appropriate regulatory bodies. Currently we have clients in CA as well as other states and are registered and/or notice filed with the appropriate regulatory bodies. IMPORTANT CONSUMER INFORMATION, State of California, Department of Business Oversight 1) An investment adviser may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s investment adviser requirements, as the case may be; and 2) Follow-up individualized responses to consumers in a particular state by an investment adviser that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s investment adviser requirements, or pursuant to an applicable state exemption or exclusion. 3) For information concerning the licensure status or disciplinary history of an investment adviser, a consumer should contact his or her state securities law administrator.
Charles Schwab & Co., Inc. (“Schwab”) is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. Miracle Mile Advisors, LLC (“Miracle Mile”) is an independently owned and operated SEC registered investment adviser. Schwab neither endorses nor recommends any particular advisor or investment strategy. Miracle Mile provides investment advisory services to clients or prospective clients where Miracle Mile is properly licensed or exempt for licensure and a client agreement is in place. Schwab has agreements with Miracle Mile under which Schwab provides Miracle Mile with services related to your account. Schwab does not review the Miracle Mile Web site, and makes no representation regarding the content of the Web site. The information contained in the Miracle Mile Web site should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities. Charles Schwab & Co., Inc. (“Schwab”) has allowed Miracle Mile to include a link to Schwab’s Web site and your Schwab account information as a courtesy. Schwab is not affiliated in any way with Miracle Mile and is not responsible for any information or content on the Miracle Mile website.
TD Ameritrade Institutional is a registered broker-dealer, and is not affiliated with any advisor(s) who name(s) appear(s) on this website. TD Ameritrade Institutional neither endorses nor recommends any particular advisor or investment strategy. TD Ameritrade Institutional has agreements with Miracle Mile under which TD Ameritrade Institutional provides Miracle Mile with services related to client accounts. TD Ameritrade Institutional does not review the Miracle Mile Web site, and makes no representation regarding the content of the website. The information contained in the Miracle Mile website should not be considered either a recommendation by TD Ameritrade Institutional or a solicitation of any offer to purchase or sell any securities. TD Ameritrade Institutional is not responsible for any information or content on the Miracle Mile website.
Listed Media and/or inclusion of media trademarks should not be interpreted as an award or ranking of any kind, and does not constitute as any recommendation or endorsement of MMA personnel, services or products.
AdvisoryHQ developed a 4-step selection methodology for identifying, researching, and generating its list of ranking firms: 1) use publicly available sources to identify a wide range of RIAs and other financial advisory firms providing services in a designated area (city, state, or local geographic locations); 2) apply initial methodology filters (including but not limited to fee structure, fiduciary classification, level of independence, transparency, and objectivity) to narrow down the list of identified firms; 3) conduct an assessment with application of a range of factors such as, level of expertise, customized services, website quality, open door policy, available resources including advisory professionals and supporting staff, and service offerings; and 4) finalize and publish the AdvisoryHQ list of ranked firms that are among the highest rated based upon AdvisoryHQ criteria.
The reviews and rankings lists inputs are primarily generated from publicly available sources; such source information does not reflect those RIAs and/or financial advisory firms that do not make such applicable information publicly available. AdvisoryHQ was launched in April 2015 and provides reviews and rankings of various types of advisory firms and products in the United States and other countries. Financial advisory and wealth management firms do not pay for AdvisoryHQ rankings. AdvisoryHQ does not review or rank financial or investment professionals (individuals). AdvisoryHQ is an independent third party firm with no affiliation with Miracle Mile Advisors, LLC. AdvisoryHQ published reviews and/or rankings do not constitute or imply endorsement or recommendation of any kind of Miracle Mile Advisors, LLC services or product offerings. Miracle Mile Advisors, LLC use and references to AdvisoryHQ reviews or rankings does not constitute or imply endorsement or recommendation of any kind of any AdvisoryHQ services or products.
Investopedia: Ranking is based on the opinion of one individual contributor writer as of September 30, 2015, not Investopdia.com. This ranking is subject to change over time and does not constitute personalized investment advice. Investing involves risk and the possbility of loss of principal. This ranking does not constitute as any endorsement of Miracle Mile Advisors’ products or services. Links to third party websites are provided for general information only. Reference to information maintained on these third party sites does not constitute an endorsement of Investopedia, any individual, or organization. Miracle Mile does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party
Forbes ranking of U.S. Top 250 Women Advisors is based on an algorithm of qualitative (phone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations, etc.) and quantitative (assets under management and revenue generated for their firms) data among 22,146 nominations received based on thresholds, 6,461 invited to complete online survey, 6,104phone interviews, 1,210 in-person interviews at advisors’ location. Firms subsequently rated are only those firms that have been interviewed via phone and in person at advisor’s location. Data as of 9/30/2017 and provided by SHOOK research. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the individual advisors or their firms in exchange for ranking placement. Performance is not a criteria because client objectives and risk tolerance will vary. Rankings do not constitute any endorsement or recommendation of Miracle Mile Advisors’ personnel, products, or services. Information provided is for general information only and does not constitute personalized investment advice or customized selection thereof of an investment advisor for firm clients. For more information see www.SHOOKresearch.com, Web April, 2018.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
Financial Advisor (“FA”) Magazine Top 50 Fastest Growing RIAs: Ranking eligibility requirements are as follows, firms must be: independent registered investment advisors, file its own Form ADV with the applicable regulatory agency and provide financial planning and related services to individual clients. Additionally, firms must have at least $50 million in assets under management as of December 31, 2016. Corporate RIA firms and investment advisor representatives were not eligible for this survey. FA Magazine ranking is for general information only and does not constitute or imply endorsement or recommendation of any kind of Miracle Mile Advisors, LLC (“MMA”) services or products. MMA did not pay to participate in or for the FA Magazine ranking. The ranking is not indicative of MMA’s future performance or growth.
Expertise.com “Best Financial Advisors in Los Angeles”: Ranking was conducted by reviewing 898 financial advisors, curating 546 advisors, and selecting 20. Advisors were scored on more than 25 variables across five categories, including: reputation [a history of delighted customers and outstanding service], credibility [building customer confidence with licensing, accreditations, and awards], experience [masters of their craft, based on years of practical experience and education], availability [consistently approachable and responsive, so customers never feel ignored]and professionalism [providing service with honesty, reliability, and respect]. Expertise.com ranking is for general information only and does not constitute or imply endorsement or recommendation of any kind of Miracle Mile Advisors, LLC (“MMA”) services or products. MMA did not pay to participate in or for the Expertise.com ranking. The ranking is not indicative of MMA’s future performance or growth.
Best Places to Work LABJ:
Ranking is conducted by Best Companies Group, which conducted a company assessment of participating companies with up to 400 randomly selected employees per company depending on company size. The assessment is a two-part process designed to gather detailed data about each participating company. In part one, the participating employer completes an employer benefits and policies questionnaire (including areas such as company policies, practices and demographics) and in part two, the employees of the company complete an employee engagement and satisfaction survey (including eight focus areas such as leadership and planning, corporate culture and communications, role satisfaction, work environment, etc.). The collected information from the two data sets are combined to produce a detailed data set enabling analysts to determine the strengths and opportunities of the participating companies. The workplaces are ranked based on this data. MMA did not pay to participate in or for the Best Places to Work ranking. All participating companies have the opportunity to purchase the results of the employee survey. MMA’s use and reference to Best Companies Group ranking does not constitute or imply any endorsement or recommendation of any kind of Best Companies Group services or products or vice versa.
Inc.com: The Best Places to Work survey measures key areas that make up an organization’s culture. These range from compensation and benefits to trust in senior leadership. The survey also measures the level of engagement exhibited by employees, known as employee engagement. All Inc.’s Best Workplaces winners are determined exclusively on the basis of their employees’ responses to the Best Workplaces Survey. Employee responses from the 30 standard survey questions, along with the number of employees that respond to the survey, are calculated to determine the company’s overall score and ranking. More than 1,800 companies (and 81,365 employees) vied for honors in this third annual Best Workplaces survey. Inc.com ranking is for general information only and does not constitute or imply an endorsement or recommendation of any kind of Miracle Mile Advisors, LLC (“MMA”) services or products. Miracle Mile Advisors was required to pay a $50 participation fee in order to apply.
Best Places to Work Investment News
The Best Places to Work for Financial Advisors survey is based on an Employer Questionnaire (EQ) and an Employee Survey (EESS). The EQ is worth 25% of the overall score and the EESS is worth 75% which is an average of the percentage of responses. Participants must first meet or exceed a minimum of 80% response rate from the survey population. A minimum 80% Average Positive Response to the employee survey across the 8 core focus areas: Leadership and Planning, Corporate Culture and Communications, Role Satisfaction, Work Environment, Relationship with Supervisor, Training, Development and Resources, Pay and Benefits, and Overall Engagement. MMA did not pay to participate in or for the Best Places to Work ranking. Investment News ranking is for general information only and does not constitute or imply an endorsement or recommendation of any kind of Miracle Mile Advisors, LLC (“MMA”) services or products.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Data is collected from 21,138 nominations, 5,089 online surveys, 5,264 telephone interviews and 1,157 in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Rankings do not constitute an endorsement or recommendation of Miracle Mile Advisors’ personnel, products, or services.
The Forbes ranking of America’s Top Millennial Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of individuals with a minimum of four years relevant experience and acceptable compliance records. Study uses qualitative due diligence, which examines best practices—client service models, investing process, business types, leveraging a team and firm resources, etc.—learned through telephone and in-person interviews. Also built into the model: experience levels, credentials and more. Factors like revenue produced, assets under management, compliance records and industry experience are all weighed. Data is collected from 23,862 nominations, 6,988 online surveys, 5,430 telephone interviews and 1,351 in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Rankings do not constitute an endorsement or recommendation of Miracle Mile Advisors’ personnel, products, or services.
Top Wealth Advisor Moms: SHOOK Research considered wealth advisors who are mothers with at least one child living at home and under the age of 18. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking.