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MILLARES ASSET MANAGEMENT, LLC

CRD 144620 · SEC 801-96296

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500 SOUTH DIXIE HIGHWAY, SUITE 201, CORAL GABLES, FL, 33146, United States

Phone

305-662-9649

Fax

305-666-9549

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$236.2M

Discretionary AUM

$236.2M

Team

3 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; A PERCENTAGE OF ASSETS UNDER ADVISEMENT

Org form

Limited Liability Company

Filing date

2026-02-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING

Client types

TypeClientsAUM
Individuals15$6.4M
High net worth individuals35$228.5M

States served

TX, FL

All web addresses on file

Official SEC filing: View on IAPD