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MILLER AVENUE ADVISORS LLC
CRD 313523 · SEC 801-130114
129 MILLER AVENUE, SUITE 622, MILL VALLEY, CA, 94941, United States
Phone
415-888-8472
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$281.2M
Discretionary AUM
$281.2M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $8.5M |
| High net worth individuals | 68 | $271.7M |
| Pension/profit sharing plans | 1 | $1.1M |
States served
CA, LA, NH
All web addresses on file
Official SEC filing: View on IAPD