Squar Milner Financial Services LLC info
Squar Milner Financial Services LLC (SEC CIK 1727592) first filed with the SEC on 2018-02-08 (Form 13F-HR) and has filed 13 times since, including 12 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 18500 VON KARMAN AVENUE, 10TH FLOOR, IRVINE, CA, 92612.
- Name: Value Squar Milner Financial Services LLC.
- SEC CIK: Value 1727592.
- State of organization: Value CA.
- Business address: Value 18500 VON KARMAN AVENUE, 10TH FLOOR, IRVINE, CA, 92612.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Squar Milner Financial Services LLC |
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| SEC CIK | 1727592 |
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| State of organization | CA |
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| Business address | 18500 VON KARMAN AVENUE, 10TH FLOOR, IRVINE, CA, 92612 |
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| Mailing address | 18500 VON KARMAN AVENUE, 10TH FLOOR, IRVINE, CA, 92612 |
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| Phone | 949-222-2999 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
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| First SEC filing | 2018-02-08 (Form 13F-HR) |
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| Latest SEC filing | 2020-11-25 (Form 13F-HR/A) |
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| Filings on EDGAR | 13 |
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| First Form 13F-HR | 2018-02-08 (quarter ended 2017-12-31) |
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| Latest Form 13F-HR | 2020-10-28 (quarter ended 2020-09-30) |
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| Form 13F-HR filings | 12 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2020 | 5 | 4 |
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| 2019 | 4 | 4 |
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| 2018 | 4 | 4 |
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