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| Keyboard |
| Millares Asset Management LLC
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|---|---|
| CRD # | 144620 |
| SEC # | 801-96296 |
| CIK # | |
| AUM | 236.2 M (2026-02-24) |
| 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 ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 6.4 |
| (b) Individuals (high net worth individuals) | 35 | 228.5 |
| (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 | 0 | 1.3 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 154 | 236.2 |
| By Discretionary | ||
| Discretionary | 154 | 236.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 154 | 236.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.6 | |
| United States Persons | 232.6 | |
| Total | 154 | 236.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 1 (4 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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NY | 236.8 M |
|
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|
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|
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|
Ipsen Advisor Group LLC
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AR | 236.1 M |
|
Heritage Financial Counselors LLC
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NJ | 235.9 M |
|
Spectrum Planning & Advisory Services Inc
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CA | 235.7 M |
|
Crown Oak Advisors LLC
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235.6 M |