|
⚲
|
| Millares Asset Management LLC
✚
| |
|---|---|
| CRD # | 144620 |
| SEC # | 801-96296 |
| CIK # | |
| AUM | $177.3 MM (2024-03-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 305-662-9649 |
| Address | 500 South Dixie Highway, Suite 201 Coral Gables, FL 33146 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 3.9 |
| (b) Individuals (high net worth individuals) | 35 | 169.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 4.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 139 | 177.3 |
| By Discretionary | ||
| Discretionary | 139 | 177.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 139 | 177.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 175.5 | |
| Total | 139 | 177.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Decatur Capital Management Inc
✚
|
GA | 0.2 |
|
Secrest Blakey & Associates LLC
✚
|
NC | 0.2 |
|
Fairbank Investment Management Limited
✚
|
0.2 | |
|
Strategic Advisory Services LLC
✚
|
TN | 0.2 |
|
Decisionmap Wealth Management LLC
✚
|
VA | 0.2 |
|
Challenger Wealth Management
✚
|
CA | 0.2 |
|
Pacific Wealth Strategies Group Inc
✚
|
CA | 0.2 |
|
Genesis Wealth Advisors LLC
✚
|
MA | 0.2 |
|
International Private Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Sacks & Associates LLC
✚
|
NJ | 0.2 |