Millares & Company Overview

  • Year Founded
  • 2015

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

Millares & Company General Information

Description

Provider of fee-only wealth management and financial advisory services designed to help individuals, families, and businesses make informed investment decisions. The company offers fiduciary investment management, tax planning, and financial advisory services grounded in academic research principles, enabling clients to achieve long-term financial goals with transparency and alignment of interests.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 500 South Dixie Highway
  • Suite 201
  • Coral Gables, FL 33146
  • United States
+1 (305)
Primary Industry
Asset Management
Other Industries
Other Financial Services
Accounting, Audit and Tax Services (B2B)
Parent Company
Corporate Office
  • 500 South Dixie Highway
  • Suite 201
  • Coral Gables, FL 33146
  • United States
+1 (305)

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Millares & Company Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. Buyout/LBO (Add-on) 01-Jun-2026 Completed Generating Revenue
To view Millares & Company’s complete valuation and funding history, request access »

Millares & Company FAQs

  • When was Millares & Company founded?

    Millares & Company was founded in 2015.

  • Where is Millares & Company headquartered?

    Millares & Company is headquartered in Coral Gables, FL.

  • What industry is Millares & Company in?

    Millares & Company’s primary industry is Asset Management.

  • Is Millares & Company a private or public company?

    Millares & Company is a Private company.

  • What is Millares & Company’s current revenue?

    The current revenue for Millares & Company is .

  • When was Millares & Company acquired?

    Millares & Company was acquired on 01-Jun-2026.

  • Who acquired Millares & Company?

    Millares & Company was acquired by Arax Advisory Partners.

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