Millares Asset Management
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
500 S Dixie Hwy Ste 201, Coral Gables, F...Phone Number
(305) 662-9649Website
www.millares.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Millares Asset Management
Millares Asset Management offers holistic financial advice focused on wealth management, enhancement, and transfer, prioritizing the best interests of their clients through a fiduciary standard. They provide transparent fee-only services, ensuring that their fees are based on a percentage of managed assets without commissions for specific investment recommendations. The firm emphasizes the safety of client assets by utilizing qualified third-party custodians and bases its investment advice on academic research, including principles from the Efficient Markets Hypothesis and Modern Portfolio Theory. Millares invests its own assets in the same principles and securities it recommends to clients, reinforcing their commitment to transparency and integrity.Explore more
Millares Asset Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
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Millares Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Millares Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Millares Asset Management.
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Millares Asset Management offers holistic financial advice focused on wealth management, enhancement, and transfer, prioritizing the best interests of their clients through a fiduciary standard. They provide transparent fee-only services, ensuring that their fees are based on a percentage of managed assets without commissions for specific investmen... Read More
