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Managing Member, Investment Advisor Representative, CCO · Miller Avenue Advisors LLC

Alexander J. Boeri

CRD 6955760 · Named on Form ADV at one SEC-registered adviser

At a glance

Miller Avenue Advisors LLC, an SEC-registered wealth manager based in Mill Valley, CA with $281 million in regulatory assets, lists Alexander J. Boeri on its Form ADV as Managing Member, Investment Advisor Representative, CCO, a control person.

Firms and roles

  • Miller Avenue Advisors LLCManaging Member, Investment Advisor Representative, CCOWealth manager · Mill Valley, CA · $281M in regulatory assets

AtlasMembers

Alexander’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alexander’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.