← Directory
MILLER TABAK ASSET MANAGEMENT
Legal name: MT ASSET MANAGEMENT, LLC
CRD 147381File 801-69239
APPROVED
Retail clients
Filing as of May 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.24B
Above cohort median (national)
Discretionary AUM
$1.24B
Clients
936
936 accounts
Employees
9
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 23, 2008
- Principal office
- 1000 ROUTE 34, SUITE 604, MATAWAN, NJ, 07747
- Phone
- 212-850-8103
- Website
- HTTP://MILLERTABAKAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.24B
- Discretionary AUM
- $1.24B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 936
- Non-discretionary accounts
- 0
- Total accounts
- 936
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 936 | $1.24B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 8 | 9 | increased by1 |
| Feb 1, 2026 | Clients | 1,128 | 936 | decreased by192 |
| Feb 1, 2026 | AUM | $1,460,773,564 | $1,243,793,228 | decreased by$216,980,336 |
| Feb 1, 2026 | Accounts | 1,128 | 936 | decreased by192 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,098 | 1,128 | increased by30 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,367,504,489 | $1,460,773,564 | increased by$93,269,075 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,098 | 1,128 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 976 | 1,098 | increased by122 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,067,766,492 | $1,367,504,489 | increased by$299,737,997 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 976 | 1,098 | increased by122 |
| Aug 1, 2022 | Clients | 973 | 976 | increased by3 |
| Aug 1, 2022 | AUM | $1,048,190,660 | $1,067,766,492 | increased by$19,575,832 |
| Aug 1, 2022 | Accounts | 973 | 976 | increased by3 |
| May 1, 2022 | Clients | 963 | 973 | increased by10 |
| May 1, 2022 | AUM | $1,058,734,392 | $1,048,190,660 | decreased by$10,543,732 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MILLER TABAK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MILLER TABAK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.