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Building 2MILLER AVENUE ADVISORS LLC

Map pinMILL VALLEY, CA
Phone415-888-8472
NotebookSEC #801-130114
Total AUM
$281.2M
Employees
3
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
129 MILLER AVENUE
SUITE 622
MILL VALLEY
CA 94941
United States
Operating Hours
8:00 A.M TO 5:00 P.M.
Monday - Friday
Phone
415-888-8472

ReceiptFinancials

Total AUM
$281.2M
Accounts
459
Discretionary
$281.2M
Accounts
459
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$8.5M
HNW Individual Clients
68
AUM
$271.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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