MILLER TABAK ASSET MANAGEMENT
SEC RegisteredActive Management of High-Quality Municipal Bonds
About the firm
The MTAM team focuses on purchasing municipal credits exhibiting improving credit characteristics while maintaining geographic and economic diversity as key elements in the portfolio construction process. MTAM believes proactive total-return portfolio management offers greater potential rewards in an increasingly inefficient municipal bond market. Achieving reasonable and consistent growth of clients' capital without taking elevated levels of principal risk is their objective.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Active management of high-quality municipal bonds, including proactive total-return portfolio management with a focus on income, credit quality, and tax-exempt securities.
Who they serve
investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 936 | $1.2B |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MILLER TABAK ASSET MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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