MILLSTEIN ADVISORS, LLC

MILLSTEIN ADVISORS, LLC is an SEC-registered investment adviser (CRD 150992). Regulatory assets under management: $9.8M.

Registration

• CRD: 150992
• Type: Registered investment adviser
• Phone: 281-236-9800
• Latest filing: 2026-02-09
• Regulatory AUM: $9.8M
• Discretionary AUM: $9.8M
• Clients: 1
• Accounts: 38

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150992 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search