MILLER AVENUE ADVISORS LLC
Adviser information for MILLER AVENUE ADVISORS LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 233 | $123.2M |
| Non-Discretionary | 0 | $0 |
| Total | 233 | $123.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 5 | $2.9M |
| HNW Individuals | 38 | $119.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 1 | $682,766 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-130114 |
|---|---|
| SEC ERA File Number | 801-130114 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313523 |
| Legal Entity Identifier | None |
Principal Office
129 MILLER AVENUESUITE 622
MILL VALLEY
CA
United States
Monday - Friday, 8:00 A.M TO 5:00 P.M.
Tel: 415-888-8472, Fax: None
Chief Compliance Officer
ALEXANDER J. BOERI
MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE
129 MILLER AVENUE
SUITE 622
MILL VALLEY
CA
United States
Tel:
415-233-1082
A***@********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Boeri, Alexander, Jordan | Individual | – | MEMBER, MANAGER, CCO | 03/2021 | 50-75% |
| STRONG, ERIC, THOMAS | Individual | – | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | 07/2021 | 50-75% |