Allsquare Wealth Management, LLC
Allsquare Wealth Management, LLC (CRD# 153591) is a financial advisory firm headquartered in Albany, NY. They manage $240,000,000 in 443 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management240MILLION
Total Number of Accounts443ACCOUNTS
Average Account Value$541,761
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, LA, MA, NH, NY, SC, TX
Daniel Bauer (CRD# 4430682) is an Investment Advisor Representative working at Allsquare Wealth Management, LLC in Albany, NY and has over 19 years of experience in the finance industry. Daniel Bauer 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.