1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SQUAR MILNER FINANCIAL SERVICES, LLC

Map pinIRVINE, CA
Phone949-222-2999
NotebookSEC #801-111941
Total AUM
$419.8M
Employees
11
Clients
522

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18500 VON KARMAN AVENUE
10TH FLOOR
IRVINE
CA 92612-0527
United States
Operating Hours
8:30AM-5:30PM
Monday - Friday
Phone
949-222-2999
Other Offices
4

ReceiptFinancials

Total AUM
$419.8M
Accounts
771
Discretionary
$392.7M
Accounts
697
Non-Discretionary
$27.1M
Accounts
74

ContactClients

View more in analytics →

Individual Clients
214
AUM
$46.2M
HNW Individual Clients
289
AUM
$352.5M
Pension/Profit Sharing Plan Clients
19
AUM
$21M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMINYTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account