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Abigail Grace Miller

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
5,181 clients
Average Client Portfolio
$325K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1688 White Circle Nw, Marietta, GA, 30066

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Abigail is an agent providing life insurance services since 2016, dedicating full-time hours to this activity. She also owns SDCA Life LLC, a car sharing/rental business, dedicating minimal time to it.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
April 2024 - Present · 1 yr 10 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.