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Miller Gary Edgar (Laguna Niguel)


Miller Gary Edgar is an adviser based in Laguna Niguel. It manages $61.86 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

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Miller Gary Edgar provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Miller Gary Edgar: assets under management

The assets under management (AUM) of Miller Gary Edgar is $61.86 million. The firm's AUM has grown by 107% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $60.91 million in discretionary accounts and $949.33 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $812.08 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $474.67 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Miller Gary Edgar for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Laguna Niguel

The principal office where Miller Gary Edgar performs its advisory services is located at 30101 Town Center Drive, Laguna Niguel, CA 92677, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-249-2057 or by fax 949-495-3867. The normal business hours are 9:00am-4:00pm on Monday - Friday. You can find more information about the New York firm at www.trustedfinancial.com.


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