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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 |
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