Investment adviser · CRD 147381
MILLER TABAK ASSET MANAGEMENT
Investment adviser filing (IA)
MT ASSET MANAGEMENT, LLC
MATAWAN, NJ, United States · Form ADV filed May 15, 2026
- Regulatory AUM
- $1.24B Form ADV · Item 5.F
- Client accounts
- 936 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 936 | $1,243,793,228 | 100.0% |
Filing source
Form ADV 2104831 · May 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 15, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1000 ROUTE 34, SUITE 604MATAWAN, NJ, 07747, United States
CRD 147381
Filing source
Form ADV 2104831 · May 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.