Overview
Assets Under Management: $123 million
Headquarters: MILL VALLEY, CA
High-Net-Worth Clients: 51
Average Client Assets: $3 million
Frequently Asked Questions
MILLER AVENUE ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313523), MILLER AVENUE ADVISORS LLC is subject to fiduciary duty under federal law.
MILLER AVENUE ADVISORS LLC is headquartered in MILL VALLEY, CA.
MILLER AVENUE ADVISORS LLC serves 51 high-net-worth clients according to their SEC filing dated October 16, 2024. View client details ↓
According to their SEC Form ADV, MILLER AVENUE ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
MILLER AVENUE ADVISORS LLC manages $123 million in client assets according to their SEC filing dated October 16, 2024.
According to their SEC Form ADV, MILLER AVENUE ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.31
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 233
Discretionary Accounts: 233
Regulatory Filings
CRD Number: 313523
Last Filing Date: 2024-10-16 00:00:00
Website: https://milleraveadvisors.com