Overview
Assets Under Management: $1.4 billion
Headquarters: MATAWAN, NJ
High-Net-Worth Clients: 3
Average Client Assets: $468 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $468 million
Total Client Accounts: 1,120
Discretionary Accounts: 1,120
Regulatory Filings
CRD Number: 147381
Filing ID: 2002795
Last Filing Date: 2025-07-10 08:39:00
Website: https://millertabak.com