Firm profile

MILLER TABAK ASSET MANAGEMENT

MATAWAN, NJCRD 147381Latest ADV March 2, 2026

MILLER TABAK ASSET MANAGEMENT is a limited liability company based in MATAWAN, NJ.

Assets Under Management
$1.2B
Employees
9
Offices
2 offices
Total Clients
936
Primary office
MATAWAN, NJ
1000 ROUTE 34, SUITE 604, MATAWAN, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOHunter W. Frey
CCOJoseph M. Salvatore

Advisory services offered

3 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees

Client Coverage Demographics

Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
936

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.2Bas of March 2, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.2B
Total Accounts936
10Y AUM Change+$65M (+5.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee104:1
10Y Employee Change-1 (-10.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.