Millares Asset Management, LLC

Millares Asset Management, LLC (CRD# 144620) is a financial advisory firm headquartered in Coral Gables, FL. They manage $336,048,195 in 112 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    336
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $3,000,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL

Financial Advisors at Millares Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Daniel R. Orona
CRD#: 5089596
500 South Dixie Highway, Suite 201, Coral Gables, FL 33146
96
Wealthminder
score

Daniel Orona (CRD# 5089596) is an Investment Advisor Representative working at Millares Asset Management, LLC in Coral Gables, FL and has over 10 years of experience in the finance industry. Daniel Orona has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ruben M. Millares
CRD#: 5395045
500 South Dixie Highway, Suite 201, Coral Gables, FL 33146
90
Wealthminder
score

Ruben Millares (CRD# 5395045) is an Investment Advisor Representative working at Millares Asset Management, LLC in Coral Gables, FL and has 1 year of experience in the finance industry. Ruben Millares has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Javier M. Millares
CRD#: 5874217
500 South Dixie Highway, Suite 201, Coral Gables, FL 33146
87
Wealthminder
score

Javier Millares (CRD# 5874217) is an Investment Advisor Representative working at Millares Asset Management, LLC in Coral Gables, FL and has 1 year of experience in the finance industry.

4
Maria R. Millares
CRD#: 5395040
500 South Dixie Highway, Suite 201, Coral Gables, FL 33146
87
Wealthminder
score

Maria Millares (CRD# 5395040) is an Investment Advisor Representative working at Millares Asset Management, LLC in Coral Gables, FL and has 1 year of experience in the finance industry.

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