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MILLER TABAK ASSET MANAGEMENT

MATAWAN, NJ · CRD 147381 · IAPD ↗ · millertabakam.com · 212-850-8103

$1.24BRegulatory AUM
3Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
48States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — MILLER TABAK ASSET MANAGEMENT added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
May 2024 — MILLER TABAK ASSET MANAGEMENT notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.