Neighbor News
Judith Lu and Sara Rajo-Miller of Miracle Mile Advisors Named to Forbes List of America’s Top Women Advisors of 2017
Managing Director Judith Lu and Investment Advisor Sara Rajo-Miller of Miracle Mile Advisors have been named to Forbes List of America’s Top Women Advisors of 2017.
The list was developed by Forbes, in partnership with SHOOK Research, and features 200 women advisors from brokerage and independent firms. Combined, these women represent over $8 trillion in assets under management.
Selection for the list was based on in-person and telephone due diligence meetings and a ranking algorithm that factors in client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms).
Find out what's happening in Westwood-Century Cityfor free with the latest updates from Patch.
Lu has over 18 years of experience in the financial services industry working with high net worth individuals and families on matters of portfolio construction and comprehensive financial advice. “It’s an honor to be recognized by Forbes among such an incredible, hard-working group of women,” Lu said. “There are so few female advisors out there right now, and I would love to see this list inspire more of us to break into the industry.”
Rajo-Miller has been with the firm for over four years. In her role, she works with her clients on customized financial plans and asset allocation recommendations. “I am thrilled and humbled that two of us from Miracle Mile are included on this prestigious list of women,” Rajo-Miller said.
Find out what's happening in Westwood-Century Cityfor free with the latest updates from Patch.
About Miracle Mile Advisors: Miracle Mile Advisors is a leader in providing independent investment advice through active indexing to high net worth families and businesses nationwide. As one of the fastest growing independent registered investment advisors in Los Angeles, the firm is committed to providing sophisticated financial plans using portfolios with low cost and tax efficient strategies. To learn more about Miracle Mile Advisors, please visit www.miraclemileadvisors.com.
Forbes ranking of U.S. Top 200 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 13,174 nominations received based on thresholds, 4,000 invited to complete online survey, 3,980 phone interviews, 716 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 9/30/2016 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 Feb 28, 2017.