Miller Tabak Asset Management

Overview

Miller Tabak Asset Management is an SEC-registered LLC that has been operating since 2008 and serves primarily individual and family clients. The firm charges advisory fees based on a percentage of assets under management and provides discretionary portfolio management for individuals/small businesses as well as for businesses or institutions. Its public filings classify it as an unclassified adviser; it is not positioned as a capital allocator, pension consultant, or multi-state adviser, and it does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices