$95.3M Total AUM
$95.3M Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
18 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-09-2008
- Office Locations
- 1
Office Locations
-- Malibu CA
About MEM Investments
MEM Investments is a Laguna Beach-based RIA. The firm has been operating for 18 years. Managing $95.3M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
49 AVG AGE
$95.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
18.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MATTHEW EDWARD MILLER
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #2831467
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,262,436 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,262,436 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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