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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-04-2012
- Office Locations
- 1
Office Locations
About Trusted Financial Advisors
Trusted Financial Advisors is a CFP-led RIA serving Orange County and clients nationwide, focused on households with $2M+ in investment and retirement assets who want to delegate portfolio decisions. The firm provides investment management and financial planning, including retirement and IRA rollovers plus insurance/annuity, tax, and estate-plan analysis. Led by Gary Miller with 30+ years through multiple bear markets; assets are custodied at firms such as Schwab.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
GARY EDGAR MILLER
Chief Compliance Officer, Owner
- CRD
- #1055826
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,423,092 | $812,085 |
| Non-Discretionary | $14,676 | $465,433 |
| Total | $61,437,768 | $778,672 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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