Gary G. Miller
Gary G. Miller Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 14, 2008. Includes 50 assets.
Est. Net Worth
$27.4M
2008 annual disclosure
Total Assets
$10.1M - $44.6M
50 assets
Total Liabilities
$0
0 liabilities
Total Trades
43
From PTR filings
Trade Volume
$9.2M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $27.4M |
| 2009 | $49.2M |
| 2010 | $54.5M |
| 2011 | $45.9M |
| 2012 | $44.5M |
| 2013 | $46.6M |
| 2013 | $59M |
Assets by Category
Real Estate$21.8M (5)
Stocks$4.4M (17)
Mutual Funds$430K (13)
LLC / Partnership$383K (2)
Retirement & Pension$140K (4)
Bank & Cash$126K (5)
Gov. Securities$65K (2)
Insurance$33K (1)
Other$33K (1)
Top Stock Holdings (from trades)
All Assets (50)
| Asset | Value |
|---|---|
IRAs - Mainstay Equity Index Fund | $15,001 - $50,000 |
Opportunity Hartford Midcap Fund Class B | $50,001 - $100,000 |
| $15,001 - $50,000 | |
| N/A | |
| N/A | |
Capital World Growth and Income Fund Class A | $15,001 - $50,000 |
Bank of America CD Deposit Program | $50,000 - $50,000 |
Edward Jones IRA 10326 (Moved to Smith Barney) | N/A |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
IRAs - Mainstay Equity Index Fund | $15,001 - $50,000 |
Hartford Intl Opportunity | $1,001 - $15,000 |
Hartford Midcap Fund | $1,001 - $15,000 |
Edward Jones Retirement MM | N/A |
Hartford Dividend & Growth | $15,001 - $50,000 |
Citibank NA South Orange County Deposit Program | $1 - $1,000 |
Banco Popular | N/A |
Pomona Bank & Trust 1st Federal | $50,001 - $100,000 |
Smith Barney Citigroup MM-1381 | $1,001 - $15,000 |
Edward Jones MM | N/A |
Sun America Life Insurance | $15,001 - $50,000 |
Investment Company of America | $50,001 - $100,000 |
Farmers & Merchants Corp Orange County Orange County, CA, US | $15,001 - $50,000 |
CA Infrastructure & Economic Dev Auth Water & Munibond Rev CA, US | $15,001 - $50,000 |
APN 239 183 1 Vacant Land, Industrial 5AC, Lot 1 of Tract 23483, 1 Acre Diamond Bar, CA, US | $1,000,001 - $5,000,000 |
1+ Acre Property Diamond Bar, CA, US | $500,001 - $1,000,000 |
1 Acre Property Diamond Bar, CA, US | $1,000,001 - $5,000,000 |
Havadjia Holding, Inc. Commercial Bldg Secured by Deed of Trust | $250,001 - $500,000 |
Truser Development Co. Common Stock | $500,001 - $1,000,000 |
Real Estate Investment Walnut, CA, US | $1,001 - $15,000 |
Gary Miller LLC Real Estate Investment | $1,001 - $15,000 |
APN 201 021 22; APN 201 032 01; APN 200 052; APN 200 051 01 Parcels (38.2 Acres Vacant Land) Rancho Cucamonga, CA, US | $5,000,001 - $25,000,000 |
Citibank Deposit | $1 - $1,000 |
CA Muni Cash Trust | $1,001 - $15,000 |
Chino Calif Cmnty Facs Dist Spl Tax Muni Bond | $15,001 - $50,000 |
Sacramento Calif Impt Bd Act 1915 | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $250,001 - $500,000 | |
| $1,000,001 - $5,000,000 | |
BlackRock Latin Amer FD Inc CL A | $50,001 - $100,000 |
Capitol Income Builder Fund Class A | $50,001 - $100,000 |
Davis Premier Fund Class A | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Real Estate$65K
Energy$945K
Technology$481K
Industrials$89K
Basic Materials$33K
Consumer Cyclical$8K
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).