$9.8M Total AUM
$9.8M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
16 yrs Firm Age
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- Custodian
- Fidelity/NFS · Interactive Brokers · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-15-2009
- Office Locations
- 1
Office Locations
-- Santa FE NM
About Millstein Advisors, LLC
Millstein Advisors, LLC is a Santa FE-based RIA. The firm has been operating for 16 years. Managing $9.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Interactive Brokers.
Team overview
43 AVG AGE
$9.8M AVG AUM / ADVISOR
$614.7K AVG AUM / CLIENT
16.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT MILLSTEIN
Managing Member, President
- CRD
- #856088
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,835,976 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,835,976 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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