This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-23-2008
- Office Locations
- 1
Office Locations
About Miller Tabak Asset Management
Miller Tabak Asset Management is an SEC-registered RIA focused on high-quality municipal bond portfolios for sophisticated investors and institutions. The team targets municipal credits with improving fundamentals, builds geographically and economically diverse portfolios, and applies a disciplined, risk-controlled relative-value process with proactive total-return management aimed at consistent capital growth without elevated principal risk.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
HUNTER WILHELM FREY
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6503947
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,243,793,228 | $1,328,839 |
| Non-Discretionary | $0 | -- |
| Total | $1,243,793,228 | $1,328,839 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing