Adviser Profile
| As of Date | 03/31/2024 |
| Registration status | Registration Changed to MILLER AVENUE ADVISORS LLC |
| ADV Location | MILL VALLEY, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 88,741,330 |
| of that, discretionary | 88,741,330 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 479,683 |
| % High Net Worth | 73.68% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name SPICER JEFFRIES | Filing Date10/27/2025 | Form ADV-E View Report |
| Accounting Firm Name SPICER JEFFRIES LLP | Filing Date09/24/2024 | Form ADV-E View Report |