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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-19-2007
- Office Locations
- 1
Office Locations
About Millares Asset Management, LLC
Millares Asset Management, LLC is a fee-only, fiduciary advisor providing portfolio management and financial planning (including tax, estate, and business succession planning) for retail and institutional clients. The firm builds evidence-based portfolios grounded in academic research, including Efficient Markets Hypothesis and Modern Portfolio Theory, with client assets held at third-party custodians such as Schwab and Fidelity. A differentiator: they invest alongside clients in the same securities and will share personal investment statements for review.
Team overview
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Custodian
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Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JAVIER MANUEL MILLARES
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5874217
- Ownership
- 25% but less than 50%
MARIA ROMAGOSA MILLARES
Founder, Managing Member
- CRD
- #5395040
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $236,174,233 | $1,533,599 |
| Non-Discretionary | $0 | -- |
| Total | $236,174,233 | $1,533,599 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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