MILLARES ASSET MANAGEMENT, LLC

500 South Dixie Highway, Suite 201
Coral Gables, Florida 33146
Tel: 305-662-9649

About MILLARES ASSET MANAGEMENT, LLC

MILLARES ASSET MANAGEMENT, LLC, formally registered with the SEC as MILLARES ASSET MANAGEMENT, LLC. The firm was established in 05/15/2015. They have over 1 offices throughout the country.

MILLARES ASSET MANAGEMENT, LLC is a Coral Gables, Florida based Financial Planning firm with nearly $177,310,655 assets under management, offering retirement planning & investment advisory services to 139 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144620
SEC#	801-96296
Assets Managed by Firm	$177,310,655
No. of Clients	139
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	139	$177,310,655
Individuals (other than high net worth individuals)	12	$3,886,541
High net worth individuals	35	$169,455,668
Pension and profit sharing plans	1	$3,966,694
Corporations or other businesses	1	$1,752

More Retirement Planning firms in Coral Gables, Florida:

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CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
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