MILLER TABAK ASSET MANAGEMENT
Firm details
- Headquarters
- MATAWAN, New Jersey
- CRD number
- 147381
- Registered since
- June 23, 2008
- Website
- millertabakam.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds100%
Owners & executives
1 of 1HUNTER FREY
CEOCRD 6503947
Contacts
2 of 2JOHN KONECKY
Director of New Business DevelopmentCRD 874009
JOSEPH SALVATORE
Director of Credit ResearchCRD 5605076
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MATAWAN, NJ
MONMOUTH
Location
MATAWAN, NJ
Headquartered in MATAWAN, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MONMOUTH
- Address
- 1000 State Route 34
- Time zone
- ET (UTC-5)
- Office locations
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