Squar Milner Financial Services, LLC

Squar Milner Financial Services, LLC (CRD# 112483) is a financial advisory firm headquartered in Newport Beach, CA. They manage $41,000,000 in 106 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $386,792
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Squar Milner Financial Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Alec B. Abbott
CRD#: 1414999
4100 Newport Place, Suite 300, Newport Beach, CA 92660
93
Wealthminder
score

Alec Abbott (CRD# 1414999) is an Investment Advisor Representative working at Squar Milner Financial Services, LLC in Newport Beach, CA and has over 26 years of experience in the finance industry.

2
Stephen P. Milner
CRD#: 3266515
4100 Newport Place, Suite 300, Newport Beach, CA 92660
93
Wealthminder
score

Stephen Milner (CRD# 3266515) is an Investment Advisor Representative working at Squar Milner Financial Services, LLC in Newport Beach, CA and has over 18 years of experience in the finance industry.

3
Jason M. Perkins
CRD#: 2535797
4100 Newport Place, Suite 300, Newport Beach, CA 92660
93
Wealthminder
score

Jason Perkins (CRD# 2535797) is an Investment Advisor Representative working at Squar Milner Financial Services, LLC in Newport Beach, CA and has over 23 years of experience in the finance industry.

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