SQUAR MILNER FINANCIAL SERVICES, LLC

IRVINE, California·3 registered advisors·CRD# 112483

SEC# 801-1119414949-222-2999

01

Firm Overview

AUM

$420M

Regulatory assets under management

Employees

11

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at SQUAR MILNER FINANCIAL SERVICES, LLC

3 registered advisors

Alec Bruce Abbott

IRVINE, California

Deborah Lee Harrington

IRVINE, California

Stephen Paul Milner

IRVINE, California

05

Office Locations

IRVINE, California

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Data sourced from SEC Form ADV filings. SQUAR MILNER FINANCIAL SERVICES, LLC (CRD# 112483) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.