SQUAR MILNER FINANCIAL SERVICES, LLC
CRD #112483 SEC #801-111941 IRVINE, CA 949-222-2999
SEC Registered
Total AUM
$419.8M
Discretionary
$392.7M
Employees
11
Clients
51
Accounts
771
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $419.8M | $392.7M | $27.1M | 11 | 0 |
| Mar 2020 | $419.8M | $392.7M | $27.1M | 11 | 0 |
| Mar 2019 | $266.7M | $241.3M | $25.4M | 11 | 0 |
| Feb 2019 | $248.4M | $222M | $26.4M | 10 | 0 |
| May 2018 | $232.5M | $209.6M | $22.9M | 10 | 0 |
| Mar 2018 | $232.5M | $209.6M | $22.9M | 10 | 0 |
| Mar 2018 | $179.6M | $179.6M | $0 | 10 | 0 |
| Feb 2018 | $179.6M | $179.6M | $0 | 10 | 0 |
| Jan 2018 | $179.6M | $179.6M | $0 | 10 | 0 |
| Oct 2017 | $111.6M | $111.6M | $0 | 7 | 0 |
| Oct 2017 | $111.6M | $111.6M | $0 | 7 | 0 |
| Oct 2017 | $111.6M | $111.6M | $0 | 7 | 0 |
| Oct 2017 | $111.6M | $111.6M | $0 | 7 | 0 |
| Sep 2017 | $111.6M | $111.6M | $0 | 7 | 11 |
| Sep 2017 | $111.6M | $111.6M | $0 | 6 | 11 |
DateJun 2020
Total AUM$419.8M
Discretionary$392.7M
Non-Disc.$27.1M
Employees11
Clients0
DateMar 2020
Total AUM$419.8M
Discretionary$392.7M
Non-Disc.$27.1M
Employees11
Clients0
DateMar 2019
Total AUM$266.7M
Discretionary$241.3M
Non-Disc.$25.4M
Employees11
Clients0
DateFeb 2019
Total AUM$248.4M
Discretionary$222M
Non-Disc.$26.4M
Employees10
Clients0
DateMay 2018
Total AUM$232.5M
Discretionary$209.6M
Non-Disc.$22.9M
Employees10
Clients0
DateMar 2018
Total AUM$232.5M
Discretionary$209.6M
Non-Disc.$22.9M
Employees10
Clients0
DateMar 2018
Total AUM$179.6M
Discretionary$179.6M
Non-Disc.$0
Employees10
Clients0
DateFeb 2018
Total AUM$179.6M
Discretionary$179.6M
Non-Disc.$0
Employees10
Clients0
DateJan 2018
Total AUM$179.6M
Discretionary$179.6M
Non-Disc.$0
Employees10
Clients0
DateOct 2017
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees7
Clients0
DateOct 2017
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees7
Clients0
DateOct 2017
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees7
Clients0
DateOct 2017
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees7
Clients0
DateSep 2017
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees7
Clients11
DateSep 2017
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees6
Clients11