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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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