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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- EmberZenith peak +more
- Established Date
- 05-05-2021
- Office Locations
- 1
Office Locations
About Miller Avenue Advisors LLC
Miller Avenue Advisors is a Mill Valley, CA RIA providing highly personalized wealth management—acting as a personal CFO with dynamic financial planning, portfolio construction, and ongoing advice. The firm serves individuals and business owners/entrepreneurs with needs like tax, estate, retirement and insurance coordination, and implements portfolios using funds and ETFs, including socially responsible investing where appropriate. Custodies primarily at Charles Schwab and leverages platforms like Addepar and eMoney.
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Owner & Executives
Alexander Jordan Boeri
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Advisor
- CRD
- #6955760
- Ownership
- 50% but less than 75%
ERIC THOMAS STRONG
INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Advisor
- CRD
- #2787135
- Ownership
- 50% but less than 75%
Crest alpha
Optima north momentum
- CRD
- #84823
- Ownership
- 18.0%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $281,245,132 | $612,734 |
| Non-Discretionary | $0 | -- |
| Total | $281,245,132 | $612,734 |
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Separately Managed Accounts
Total SMA Asset: $281,245,132
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,614,226,531 | 42.1% |
| Equity - Exchange | $1,244,804,862 | 14.5% |
| Cash | $3,725,829,726 | 43.4% |
| Total | $8,584,861,119 | 100.0% |