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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.