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Building 2MILLARES ASSET MANAGEMENT, LLC

Map pinCORAL GABLES, FL
Phone305-662-9649
NotebookSEC #801-96296
Total AUM
$236.2M
Employees
3
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 SOUTH DIXIE HIGHWAY, SUITE 201
CORAL GABLES
FL 33146
United States
Operating Hours
9AM TO 6PM
Monday - Friday
Phone
305-662-9649

ReceiptFinancials

Total AUM
$236.2M
Accounts
154
Discretionary
$236.2M
Accounts
154
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$6.4M
HNW Individual Clients
35
AUM
$228.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M
Corporation or Business Clients
1
AUM
$1.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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