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

Clients

Accounts

771

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jun 22, 2020
Branch Offices: 4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ABBOTT, ALEC, BRUCE	I	CHIEF COMPLIANCE OFFICER	NA	Control
ABBOTT, ALEC, BRUCE	I	CHIEF COMPLIANCE OFFICER	NA	Control
ABBOTT, ALEC, BRUCE	I	CHIEF COMPLIANCE OFFICER	NA	Control
ABBOTT, ALEC, BRUCE	I	CHIEF COMPLIANCE OFFICER	NA	Control
ABBOTT, ALEC, BRUCE	I	CHIEF COMPLIANCE OFFICER	NA	Control
ABBOTT, ALEC, BRUCE	I	CHIEF COMPLIANCE OFFICER	NA	Control
ABBOTT, ALEC, BRUCE	I	CHIEF COMPLIANCE OFFICER	NA	Control
ABBOTT, ALEC, BRUCE	I	CHIEF COMPLIANCE OFFICER	NA	Control
ABBOTT, ALEC, BRUCE	I	CHIEF COMPLIANCE OFFICER	NA	Control
Abbott, Alec, Bruce	I	CHIEF COMPLIANCE OFFICER & PRESIDENT	NA	Control
Abbott, Alec, Bruce	I	CHIEF COMPLIANCE OFFICER & PRESIDENT	NA	Control
Abbott, Alec, Bruce	I	CHIEF COMPLIANCE OFFICER & PRESIDENT	NA	Control
Abbott, Alec, Bruce	I	CHIEF COMPLIANCE OFFICER & PRESIDENT	NA	Control
Abbott, Alec, Bruce	I	CHIEF COMPLIANCE OFFICER & PRESIDENT	NA	Control
Abbott, Alec, Bruce	I	CHIEF COMPLIANCE OFFICER & PRESIDENT	NA	Control
Abbott, Alec, Bruce	I	CHIEF COMPLIANCE OFFICER & PRESIDENT	NA	Control
HARRINGTON, DEBORAH, LEE	I	CHIEF OPERATING OFFICER / CHIEF MARKETING OFFICER	NA	Control
HARRINGTON, DEBORAH, LEE	I	CHIEF OPERATING OFFICER / CHIEF MARKETING OFFICER	NA	Control
HARRINGTON, DEBORAH, LEE	I	CHIEF OPERATING OFFICER / CHIEF MARKETING OFFICER	NA	Control
HARRINGTON, DEBORAH, LEE	I	CHIEF OPERATING OFFICER / CHIEF MARKETING OFFICER	NA	Control
MILNER, STEPHEN, PAUL	I	MANAGER	NA	Control
MILNER, STEPHEN, PAUL	I	MANAGER	NA	Control
MILNER, STEPHEN, PAUL	I	MANAGER	NA	Control
MILNER, STEPHEN, PAUL	I	MANAGER	NA	Control
MILNER, STEPHEN, PAUL	I	MANAGER	NA	Control
MILNER, STEPHEN, PAUL	I	MANAGER	NA	Control
MILNER, STEPHEN, PAUL	I	MANAGER	NA	Control
MILNER, STEPHEN, PAUL	I	MANAGER	NA	Control
MILNER, STEPHEN, PAUL	I	MANAGER	NA	Control
MILNER, STEPHEN, PAUL	I	MANAGER	NA	Control
MILNER, STEPHEN, PAUL	I	MANAGER	NA	Control
MILNER, STEPHEN, PAUL	I	MANAGER	NA	Control
SQUAR MILNER LLP	DE	OWNER	E	Control
SQUAR MILNER LLP	DE	OWNER	E	Control
SQUAR MILNER LLP	DE	MEMBER	E	Control
SQUAR MILNER LLP	DE	OWNER	E	Control
SQUAR MILNER LLP	DE	OWNER	E	Control
SQUAR MILNER LLP	DE	OWNER	E	Control
SQUAR MILNER LLP	DE	MANAGING MEMBER	E	Control
SQUAR MILNER LLP	DE	MANAGING MEMBER	E	Control
SQUAR MILNER LLP	DE	MEMBER	E	Control
SQUAR MILNER LLP	DE	MEMBER	E	Control
SQUAR MILNER LLP	DE	MANAGING MEMBER	E	Control
SQUAR MILNER LLP	DE	MEMBER	E	Control
SQUAR MILNER LLP	DE	MANAGING MEMBER	E	Control
SQUAR MILNER LLP	DE	MANAGING MEMBER	E	Control
SQUAR MILNER LLP	DE	MANAGING MEMBER	E	Control
SQUAR MILNER LLP	DE	MANAGING MEMBER	E	Control
MILNER, STEPHEN, PAUL	I	MANAGING MEMBER	B	Control
MILNER, STEPHEN, PAUL	I	MANAGING PARTNER	B	Control
MIRANDA, ERNESTO	I	MANAGING MEMBER	A	Control
MIRANDA, ERNESTO	I	MANAGING PARTNER	A	Control
WEAVER, CRAIG	I	MANAGING MEMBER	A	Control
WEAVER, CRAIG	I	MANAGING PARTNER	A	Control

Registrations

Federal

Jun 22, 2020 REGISTERED

Notice Filings (6)

CA FL MI NY TX VA

Address

18500 VON KARMAN AVENUE
10TH FLOOR
IRVINE, CA 92612-0527
United States

Phone: 949-222-2999