Overview
Assets Under Management: $232 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 82
Average Client Assets: $1.7 million
Frequently Asked Questions
SQUAR MILNER FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112483), SQUAR MILNER FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
SQUAR MILNER FINANCIAL SERVICES, LLC is headquartered in NEWPORT BEACH, CA.
SQUAR MILNER FINANCIAL SERVICES, LLC serves 82 high-net-worth clients according to their SEC filing dated May 24, 2018. View client details ↓
According to their SEC Form ADV, SQUAR MILNER FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SQUAR MILNER FINANCIAL SERVICES, LLC manages $232 million in client assets according to their SEC filing dated May 24, 2018.
According to their SEC Form ADV, SQUAR MILNER FINANCIAL SERVICES, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.72%
Average Client Assets: $1.7 million
Total Client Accounts: 533
Discretionary Accounts: 510
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 112483
Filing ID: 1220158
Last Filing Date: 2018-05-24 17:27:00