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TRUSTED FINANCIAL ADVISORS

MILLER GARY EDGAR

CRD 137253 · SEC 801-68123

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$61.4M

Discretionary AUM

$61.4M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-03-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)PROVIDE INVESTMENT RECOMMENDATIONS NON DISCRETIONARY BASIS

Client types

TypeClientsAUM
Individuals13$1.6M
High net worth individuals33$59.9M

All web addresses on file

Official SEC filing: View on IAPD