Investment adviser · CRD 137253

TRUSTED FINANCIAL ADVISORS

Investment adviser filing (IA)

MILLER GARY EDGAR

LAGUNA NIGUEL, CA, United States · Form ADV filed Jun 4, 2012

Regulatory AUM
$61.9M
Form ADV · Item 5.F
Client accounts
77
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 4, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

30101 TOWN CENTER DRIVE, SUITE 100
LAGUNA NIGUEL, CA, 92677, United States

CRD 137253

Filing source

Form ADV 650836 · Jun 4, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.