Chief Compliance Officer

0001727592-19-000002.txt : 20190213 0001727592-19-000002.hdr.sgml : 20190213 20190212181353 ACCESSION NUMBER: 0001727592-19-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190213 DATE AS OF CHANGE: 20190212 EFFECTIVENESS DATE: 20190213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Squar Milner Financial Services LLC CENTRAL INDEX KEY: 0001727592 IRS NUMBER: 330876146 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18293 FILM NUMBER: 19592466 BUSINESS ADDRESS: STREET 1: 4100 NEWPORT PLACE DRIVE STREET 2: SUITE 600 CITY: NEWPORT BEACH STATE: CA ZIP: 92660 BUSINESS PHONE: 949-222-2999 MAIL ADDRESS: STREET 1: 4100 NEWPORT PLACE DRIVE STREET 2: SUITE 600 CITY: NEWPORT BEACH STATE: CA ZIP: 92660 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001727592 XXXXXXXX 12-31-2018 12-31-2018 Squar Milner Financial Services LLC

4100 NEWPORT PLACE DRIVE SUITE 600 NEWPORT BEACH CA 92660

13F HOLDINGS REPORT 028-18293 N Alec Abbott Chief Compliance Officer 949-222-2999 Alec Abbott Newport Beach CA 02-12-2019 0 753 104059 false INFORMATION TABLE 2 squar4q18.xml AMAZON COM INC COM Stock 023135106 377 251 SH SOLE 251 0 0 CERNER CORP COM Stock 156782104 94 1785 SH SOLE 1785 0 0 CBS CORP NEW CL B Stock 124857202 62 1410 SH SOLE 1410 0 0 HOVNANIAN ENTERPRISES INC CL A Stock 442487203 10 14700 SH SOLE 14700 0 0 ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 5 45 SH SOLE 45 0 0 ROLLINS INC COM Stock 775711104 9 241 SH SOLE 241 0 0 PRUDENTIAL FINL INC COM Stock 744320102 158 1933 SH SOLE 1933 0 0 INVESCO QQQ TRUST ETF 46090E103 1244 8066 SH SOLE 8066 0 0 STERICYCLE INC COM Stock 858912108 2 65 SH SOLE 65 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 148 2380 SH SOLE 2380 0 0 STARBUCKS CORP COM Stock 855244109 539 8376 SH SOLE 8376 0 0 DCP MIDSTREAM LP COM UT LTD PTN Stock 23311P100 40 1505 SH SOLE 1505 0 0 SEMPRA ENERGY COM Stock 816851109 85 786 SH SOLE 786 0 0 PUBLIC 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