A complete list of active advisors currently associated with Millares Asset Management, LLC
Warmer can help you find a great advisor at Millares Asset Management, LLC or one who fits your needs even better.
Millares Asset Management is a registered investment adviser managing approximately $236,174,233 on a discretionary basis for about 50 clients and supported by three advisors. The firm provides discretionary portfolio management for individuals, trusts, charitable organizations, businesses and participant-directed retirement plans, and also offers financial planning and consulting services. The firm follows a long-term, asset-class approach grounded in Modern Portfolio Theory, primarily implementing diversified, low-turnover strategies using Dimensional Fund Advisors mutual funds and model portfolios; it uses IPS documents, portfolio‑allocation software and Monte Carlo analysis to set and review asset allocations and may retain individual equities or managed fixed‑income accounts for tax or portfolio‑construction reasons. MAM conducts ongoing account monitoring and periodic reviews, and may delegate fixed‑income management to a third‑party sub‑advisor for laddered bond portfolios. What is atypical for a firm this size is that principals hold active Florida law and accounting licenses and, in their individual capacities, provide separate legal and accounting services (offered for separate compensation and not required of clients). The firm also contracts with Focus Partners Advisor Solutions for back‑office support and fixed‑income sub‑advisory services, maintains a reported $44,456,865 in assets under advisement in addition to AUM, and uses standing letters of authorization for fee withdrawals — operational and affiliation arrangements that are less common among peers.
To learn more about the advisors currently working at Millares Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Coral Gables, FL
| 10
| |
Coral Gables, FL
| 18
| |
Coral Gables, FL
| 17
|
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