Top financial advisors in Matawan, NJ
We’ve curated a list of the best financial advisors in Matawan, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,270,979,235
Number of advisors
8 advisors
| $1,270,979,235 | 8 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Matawan, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Matawan. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Miller Tabak Asset Management
Miller Tabak Asset Management, LLC, operating as MT Asset Management, is a Registered Investment Adviser based in Matawan, NJ, established in 2008. The firm specializes in providing investment advice and portfolio management services, primarily focusing on municipal securities. Clients, including individuals, small businesses, and investment entities, can benefit from discretionary and non-discretionary investment advisory services. MTAM's investment strategies involve active management of security selection, asset allocation, dollar-cost averaging, technical analysis, and options trading. The firm charges up to 20 basis points annually on assets under management, with fees prorated for the initial quarter and withdrawn directly from client accounts. Clients may terminate services within five business days without penalty and are responsible for third-party fees incurred. The firm does not charge performance-based fees or engage in side-by-side management. MTAM emphasizes risk management, considering factors such as interest-rate risk, market risk, inflation risk, and issuer risk. Clients are encouraged to review fund prospectuses and consult with tax professionals. The firm does not have any reportable disciplinary events and does not participate in soft dollar arrangements. MTAM exercises limited custody by deducting fees directly from client accounts and does not have physical custody of client funds. Clients receive quarterly portfolio appraisals and performance reports. MTAM offers discretionary investment management services, allowing clients to grant trading authorization and impose limitations in writing. The firm may vote client securities based on client instructions and generally follows issuer recommendations. Clients may request proxy voting information at any time.
$1,270,979,235 under management
8 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Strategy Research
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Matawan, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Matawan. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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