Squar Milner Financial Services, LLC

Squar Milner Financial Services, LLC (CRD# 112483) is a financial advisory firm headquartered in Newport Beach, CA. They manage $179,600,686 in 453 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    453
    ACCOUNTS
  • Average Account Value
    $396,470
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, FL, NY, TX, VA

Financial Advisors at Squar Milner Financial Services, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Scott C. Burack
CRD#: 4100569
4100 Newport Place Drive, Suite 600, Newport Beach, CA 92660
96
Wealthminder
score

Scott Burack (CRD# 4100569) 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. Scott Burack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael K. Stone
CRD#: 3253586
4100 Newport Place Drive, Suite 600, Newport Beach, CA 92660
96
Wealthminder
score

Michael Stone (CRD# 3253586) 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
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 27 years of experience in the finance industry.

4
Jeffrey M. Halbert
CRD#: 5750237
4100 Newport Place Drive, Suite 600, Newport Beach, CA 92660
93
Wealthminder
score

Jeffrey Halbert (CRD# 5750237) is an Investment Advisor Representative working at Squar Milner Financial Services, LLC in Newport Beach, CA and has over 8 years of experience in the finance industry.

5
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.

6
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.

7
Michael M. Eisenberg
CRD#: 4942552
15760 Venture Boulevard, Suite 1100, Encino, CA 91436
87
Wealthminder
score

Michael Eisenberg (CRD# 4942552) is an Investment Advisor Representative working at Squar Milner Financial Services, LLC in Encino, CA and has 1 year of experience in the finance industry.

8
Michael A. Dellisant
CRD#: 2508165
3655 Nobel Drive, Suite 450, San Diego, CA 92122
86
Wealthminder
score

Michael Dellisant (CRD# 2508165) is an Investment Advisor Representative working at Squar Milner Financial Services, LLC in San Diego, CA and has over 23 years of experience in the finance industry. Michael Dellisant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.