Miser Asset Management

Overview

Miser Asset Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients, charging fees as a percentage of assets under management. Its core advisory services include financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. FINTRX flags the firm as not an active ESG investor and not registered as a multi-state adviser, and it is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices