MILLER TABAK ASSET MANAGEMENT

MT ASSET MANAGEMENT, LLC

CRD 147381 · SEC 801-69239

Visit website

1000 ROUTE 34, SUITE 604, MATAWAN, NJ, 07747, United States

Phone

212-850-8103

Fax

212-850-8102

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.24B

Discretionary AUM

$1.24B

Team

9 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-15

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)STRATEGY RESEARCH

Client types

Type	Clients	AUM
Individuals	936	$1.24B

States served

AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTP://MILLERTABAKAM.COM

Official SEC filing: View on IAPD