MILLER TABAK ASSET MANAGEMENT

1000 Route 34
Suite 604
Matawan, New Jersey 07747
Tel: 212-850-8103

About MILLER TABAK ASSET MANAGEMENT

MILLER TABAK ASSET MANAGEMENT, formally registered with the SEC as MILLER TABAK ASSET MANAGEMENT. The firm was established in 06/23/2008. They have over 2 offices throughout the country.

MILLER TABAK ASSET MANAGEMENT is a Matawan, New Jersey based Financial Planning firm with nearly $1,360,990,016 assets under management, offering retirement planning & investment advisory services to 1099 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147381
SEC#	801-69239
Assets Managed by Firm	$1,360,990,016
No. of Clients	1099
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (STRATEGY RESEARCH)

Firm Client Information

	No. of Clients	AUM
Firm Total	1099	$1,360,990,016
Individuals (other than high net worth individuals)	1099	$1,360,990,016

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