Millstein Advisors, LLC

Millstein Advisors, LLC (CRD# 150992) is a financial advisory firm headquartered in , . They manage $10,585,658 in 40 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.millsteinadvisors.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $264,641
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NM, TX

Financial Advisors at Millstein Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sherry Liu, financial advisor Santa Fe NM
Sherry Liu
CRD#: 5701053
Santa Fe, NM

Sherry Liu (CRD# 5701053) is an Investment Advisor Representative working at Millstein Advisors, LLC in Santa Fe, NM and has over 16 years of experience in the finance industry.

2
Robert Millstein, financial advisor Santa Fe NM
Robert Millstein
CRD#: 856088
Santa Fe, NM

Robert Millstein (CRD# 856088) is an Investment Advisor Representative working at Millstein Advisors, LLC in Santa Fe, NM and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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