MIGH FINANCIAL PLANNER, LLC

MIGH FINANCIAL PLANNER, LLC is an SEC-registered investment adviser (CRD 283067). Regulatory assets under management: $18.8M.

Registration

• CRD: 283067
• Type: Registered investment adviser
• Phone: 408 309 4671
• Latest filing: 2026-06-11
• Regulatory AUM: $18.8M
• Discretionary AUM: $18.8M
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283067 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search