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Terms and Conditions:

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.

Not an Offer of Advisory Services and Securities

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.

Investment Information and Risk

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.

Limitation of Liability

While MMA uses reasonable efforts to include accurate and up-to-date information on this Website, errors or omissions sometimes occur. MMA makes no warranties or representations as to the accuracy of this Website. Under no circumstances shall MMA or any party involved in creating, producing, or delivering the Website be liable for any direct, incidental, consequential, indirect, or punitive damages that result from the use of, or the inability to use, the materials on this Website, even if we have been advised of the possibility of such damages. Because some jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages, in such states liability is limited to the fullest extent permitted by law. MMA also assumes no responsibility, and shall not be liable for, any damages to, or viruses that may infect, your computer equipment or other property on account of your access to, use of, or browsing in the website, or the downloading of any materials, data, text, images, video, or audio from this website. If you are dissatisfied with any portion of the site, or with any of these terms of use, your sole and exclusive remedy is to discontinue using this site. The information (including text, graphics, videos and functionality) is presented without express or implied warranties and is provided “as is.” Due to the nature of the Internet, MMA cannot guarantee the accuracy of the information contained in this Website or its suitability for any purpose. The information available on this Website is posted for informational purposes only.

Restrictions on Use of Materials

Except as otherwise permitted by MMA, no materials from  opens in a new windowwww.MiracleMileAdvisors.com or any website owned, operated, licensed or controlled by MMA may be copied, reproduced, republished, uploaded, posted, transmitted or distributed in any way. You may download material displayed on this website for non-commercial, personal use only, provided you also retain all copyright and other proprietary notices contained on the materials. You may not distribute, modify, transmit, reuse, report or use the content of this Website for public or commercial purposes, including the text, images, audio and video, without MMA’s prior written permission.

Trademarks and Copyrights

All trademarks, service marks, trade names, logos, and icons are proprietary of MMA and other referenced third parties. Nothing contained on the Website should be construed as granting, by implication or otherwise, any license or right to use any trademark displayed on this Website without the prior written permission of MMA or such third party that may own the trademarks displayed on this Website. Your use of the trademarks displayed on this Website, or any other content on this Website, except as provided herein, is strictly prohibited. Inquiries concerning use of MMA’s trademarks, service marks, trade names, logos, icons, copyrights or other intellectual property should be addressed to Miracle Mile Advisors, LLC., 11300 Olympic Blvd, Suite 800, Los Angeles, CA 90064. Images displayed on this Website are either the property of, or used with permission by, MMA. The use of these images by you, or anyone else authorized by you, is prohibited unless specifically permitted herein. Any unauthorized use of the images may violate copyright laws, trademark laws, the laws of privacy and publicity, and communications regulations and statutes.

Links to Other Websites

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.

Governing Law and Consent to Jurisdiction

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.

Waiver

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.

Termination

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.

Important Notice

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.

Fidelity Brokerage Services, LLC is a registered broker-dealer, and is not affiliated with any advisor(s) who name(s) appear(s) on this website.  Fidelity Brokerage Service neither endorses nor recommends any particular advisor or investment strategy.  Fidelity Brokerage Service has agreements with Miracle Mile under which  Fidelity Brokerage Service provides Miracle Mile with services related to client accounts.  Fidelity Brokerage Service does not review the Miracle Mile Website 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  Fidelity Brokerage Service or a solicitation of any offer to purchase or sell any securities.  Fidelity Brokerage Service is not responsible for any information or content on the Miracle Mile website.

In The Press: Non-Endorsement of any Third Party Service/Name

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.

Recognitions

Barron’s Top 1200 Advisors: The rankings are based on data provided by around 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. Advisors who wish to be ranked fill out a 102-question survey about their practice. We verify that data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories we do multiple subcalculations. 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.

Barron’s Top 100 Independent Advisors 2020: The rankings are based on data provided by around 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. Advisors who wish to be ranked fill out a 102-question survey about their practice. We verify that data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories we do multiple subcalculations. 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.

Forbes Top Next-Gen Advisors 2021: The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The data fed into an algorithm that measures thousands of advisors against each other is based on quantitative and qualitative data among 32,000 nominations received, based on thresholds,15,571 invited to complete online survey, 12,372 telephone interviews, 2,488 in-person interviews at advisors’ location, and 3,480 individuals considered for our Next-Gen ranking, based on thresholds. Data as of April 2020 and provided by SHOOK research. SHOOK is completely independent and objective and does not receive compensation from the advisors, Firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right Advisor for their own situation and perform their own due diligence. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results. For more information and complete details on methodology, go to opens in a new windowwww.shookresearch.com.

Forbes Top Women Wealth Advisors 2021: SHOOK’s ranking of the Forbes Top Women Wealth Advisors is based on an algorithm designed to fairly compare the business practices of a large group of advisors based on quantitative and qualitative elements. Data are weighted to ensure priorities are given to dynamics such as preferred “best practices,” business models, recent business activity, etc. Each variable is graded and represents a certain value for each measured component. These data are fed into an algorithm that measures thousands of advisors against each other based on quantitative (Revenue/production; weightings assigned for each; Assets under management—and quality of those assets—both custodied and a scrutinized look at assets held away; Client-related data, such as retention; Portfolio performance is not a factor; audited returns among advisors are rare, and differing client objectives provide varying returns) and qualitative (Telephone, virtual and in-person meetings with advisors; Compliance records and U4s; Advisors that provide a full client experience: Service model; investing process; fee structure; Breadth of services, including extensive use of firm’s platform and resources (e.g., liabilities); Credentials (years of service can serve as proxy); Use of team and team dynamics; Community involvement; Discussions with management, peers, competing peers; Telephone, virtual and in-person meetings) data among 32,810 nominations received, based on thresholds (9,785 women),16,165 invited to complete online survey, 13,235 telephone interviews, 2,595 in-person interviews at advisors’ location, and 692 web-based interviews. Data as of February 2021 and provided by SHOOK research. SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results. For more information and complete details on methodology, go to opens in a new windowwww.shookresearch.com.

Forbes Best-In-State Wealth Advisors: The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual 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 approach to working with clients. 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. The algorithm is designed to fairly compare the business practices of a large group of advisors based on quantitative and qualitative elements. Data are weighted to ensure priorities are given to dynamics such as preferred “best practices”, business models, recent business activity, etc. Each variable is graded and represents a certain value for each measured component. These data are fed into an algorithm that measures thousands of advisors against each other based on quantitative (Revenue/production; weightings assigned for each; Assets under management—and quality of those assets—both custodied and a scrutinized look at assets held away; Client-related data, such as retention; Portfolio performance is not a factor; audited returns among advisors are rare, and differing client objectives provide varying returns) and qualitative (Telephone and in-person meetings with advisors; Advisors that exhibit “best practices” within their practices and approach to working with clients; Compliance records & u4s) data among 32,725 nominations received, based on high thresholds and qualifications,15,854 invited to complete online survey, 13,114 telephone interviews,2,085 in-person interviews at advisors’ location, and 619 web-based interviews. Data as of January 2020 and provided by SHOOK research. SHOOK is completely independent and objective and does not receive compensation from the advisors, Firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right Advisor for their own situation and perform their own due diligence. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results. For more information and complete details on methodology, go to opens in a new windowwww.shookresearch.com.

Investment News 40 Under 40: Nominees for the eighth annual 40 Under 40 project should exhibit qualities of leadership within the financial advice field, such as the drive to succeed, along with prospects for a bright future. He or she must be under the age of 40 on June 7, 2021, which is the date our 40 Under 40 honorees will be announced in the print issue of InvestmentNews and online. Nominees will be considered by InvestmentNews editors based on the following categories: accomplishments, contribution, leadership, promise. Winners are selected by InvestmentNews editors. 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.

Investment News Best Places to Work 2021: Participating organizations must complete a two-part process to be considered for inclusion on the list. The first part consists of evaluating each registered organization’s workplace policies, practices, and demographics and is worth approximately 25% of the total evaluation. The second part consists of an employee survey to measure the employee experience and is worth approximately 75% of the total evaluation. To ensure credibility, organizations having 15-24 employees must have an 80% or better response rate on 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. The combined scores determine the top companies and which organizations are included on the list. Best Companies Group (BCG) manages the overall registration and survey process and also analyzes the data and uses our expertise to determine the final rankings. 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.

LABJ Best Places to Work: 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 Employee Engagement & Satisfaction Survey consists of approximately 77 statements that employees respond to along with two open-ended and seven demographic questions. This survey makes up the other 75% of the overall score.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.

FT Top 300 RIAs: To ensure a list of established companies with substantial expertise, we examine the database of RIAs registered with the US Securities and Exchange Commission and select those that reported $300m or more in assets under management (AUM). The FT invites qualifying RIA companies — more than 2,000 — to complete a lengthy application that gives us more information about them. Some 760 RIA companies applied and 300 made the final list. The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each company.  Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. AUM comprised approximately 70 to 75 percent of each adviser’s score, while asset growth accounted for 15 to 20 per cent. Additionally, the FT caps the number of companies from any one state, based roughly on the distribution of millionaires across the US. The research was conducted for this report by Ignites Research, an FT sister publication. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Inc.com Best Places to Work: 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.

 

Investopedia: Ranking is based on the opinion of one individual contributor writer as of September 30, 2015, not Investopedia.com. This ranking is subject to change over time and does not constitute personalized investment advice. Investing involves risk and the possibility 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.

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