MILLER GARY EDGAR
Legal name: TRUSTED FINANCIAL ADVISORS
CRD #137253 SEC #801-68123 LAGUNA NIGUEL, CA 949-249-2057
SEC Registered
Total AUM
$64.6M
Discretionary
$60.9M
Employees
1
Clients
1
Accounts
83
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $61.9M | $60.9M | $949.3K | 1 | 26 |
| May 2012 | $64.6M | $60.9M | $3.7M | 1 | 26 |
| Mar 2012 | $78.9M | $78.1M | $800K | 1 | 26 |
| Mar 2011 | $84.6M | $83.1M | $1.5M | 5 | -- |
| Mar 2009 | $31.4M | $30.4M | $1.1M | 5 | -- |
| Mar 2008 | $40.5M | $40M | $524K | 5 | -- |
| Jan 2006 | $29.8M | $27.4M | $2.4M | 5 | -- |
DateJun 2012
Total AUM$61.9M
Discretionary$60.9M
Non-Disc.$949.3K
Employees1
Clients26
DateMay 2012
Total AUM$64.6M
Discretionary$60.9M
Non-Disc.$3.7M
Employees1
Clients26
DateMar 2012
Total AUM$78.9M
Discretionary$78.1M
Non-Disc.$800K
Employees1
Clients26
DateMar 2011
Total AUM$84.6M
Discretionary$83.1M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2009
Total AUM$31.4M
Discretionary$30.4M
Non-Disc.$1.1M
Employees5
Clients--
DateMar 2008
Total AUM$40.5M
Discretionary$40M
Non-Disc.$524K
Employees5
Clients--
DateJan 2006
Total AUM$29.8M
Discretionary$27.4M
Non-Disc.$2.4M
Employees5
Clients--