Investment adviser · CRD 112483
SQUAR MILNER FINANCIAL SERVICES, LLC
Investment adviser filing (IA)
IRVINE, CA, United States · Form ADV filed Jun 22, 2020
- Regulatory AUM
- $420M Form ADV · Item 5.F
- Client accounts
- 771 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 289 | $352,509,924 | 84.0% |
| Individuals | 214 | $46,246,493 | 11.0% |
| Retirement plans | 19 | $21,020,140 | 5.0% |
Filing source
Form ADV 1434362 · Jun 22, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 22, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
18500 VON KARMAN AVENUE, 10TH FLOORIRVINE, CA, 92612-0527, United States
CRD 112483
Filing source
Form ADV 1434362 · Jun 22, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.