Disclosures
Miracle Mile Advisors, LLC (“Miracle Mile Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Miracle Mile Advisors and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at www.MiracleMileAdvisors.com.
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 Website, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources that we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this Website 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 of 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 Website, or with any of these terms of use, your sole and exclusive remedy is to discontinue using this Website. 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 on 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 www.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 the 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 Website 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 to 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 Websites. In addition, MMA does not review the Schwab Website and makes no representation regarding the content of the Website. This Website 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 Website 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 to 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 California 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 Website. 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 Website and makes no representation regarding the content of the Website. The information contained on the Miracle Mile Website 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 Website 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) whose 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 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 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) whose 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 on 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
Forbes Top Next-Gen Advisors 2024: 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 of 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 a 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 35,456 nominations received, based on thresholds, 19,986 invited to complete the online survey, 14,892 telephone interviews, 3,038 in-person interviews at advisors’ location, 1,357 virtual interviews, and 3,513 individuals considered for our Next-Gen ranking, based on thresholds. Data as of August 2024 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 on how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Remember, past performance is not an indication of future results. For more information and complete details on methodology, go to www.shookresearch.com.
Forbes Best-In-State Wealth Advisors 2024: 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 of 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 nor 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 34,925 nominations received, based on high thresholds and qualifications, 19,640 invited to complete an online survey, 14,476 telephone interviews, 2,657 in-person interviews at advisors’ location, and 1,311 web-based interviews. Data as of April 2024 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 on how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Remember, past performance is not an indication of future results. For more information and complete details on methodology, go to www.shookresearch.com.
Forbes Top Women Wealth Advisors 2024: 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 34,500 nominations received, based on thresholds (9,850 women), 18,465 invited to complete online survey, 13,549 telephone interviews, 2,610 in-person interviews at advisors’ location, and 1,203 web-based interviews. Data as of February 2024 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 on how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Remember, past performance is not an indication of future results. For more information and complete details on methodology, go to www.shookresearch.com.
LABJ Journal Best Places to Work 2023: The Best Places to Work in Los Angeles is an annual celebration of elite employers who have proven that they know what it takes to create environments where people love to come to work. The Best Places to Work in Los Angeles program was open to all publicly or privately held companies with at least 15 employees working in LA County. The workplace assessment and survey process was managed by Best Companies Group (BCG), Harrisburg, PA. BCG, an independent workplace excellence research firm, managed the registration process, conducted the surveys, evaluated the data, and ultimately chose the firms good enough to make the list. The assessment involved a confidential 81-question Employee Engagement & Satisfaction Survey, which evaluates the employees’ workplace experience and company culture, and the BCG Employer Questionnaire, which collects information about each company’s benefits, policies, practices, and other general information. This award salutes companies that, according to the people who work for them, are the most successful in business and in nurturing their own. MMA did not pay to participate in or for the Los Angeles Business Journal Best Places to Work in Los Angeles.
Barron’s Top 100 Independent Advisors 2024: 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 sub-calculations. We also consider a wide range of qualitative factors, including the advisors’ experience, their advanced degrees, and industry designations, the size, shape, and diversity of their teams, their charitable and philanthropic work, and of course, their compliance records. MMA did not pay to participate in or for the Barron’s ranking. Barron’s 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 2023: 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.
Best Companies Group Most Inclusive Workplace 2024: Best Companies Group employs a rigorous and confidential process to select recipients for its Inclusive Workplace Award, relying on data collected through the Inclusive Workplace survey. This comprehensive survey is meticulously designed to assess various aspects of organizational inclusivity, focusing on key dimensions such as equal opportunity, diversity, and inclusion practices within organizational culture, supervisory methods, hiring processes, career advancement opportunities, and employee engagement initiatives. While the specific details of their evaluation process are proprietary, their assessment is grounded solely in the survey data. They analyze the responses to gauge the overall level of inclusivity within participating organizations and compare their results against those of other entrants. This comparative analysis allows them to identify organizations that demonstrate exceptional commitment to fostering an inclusive environment where all employees feel valued and supported.