Allsquare Wealth Management, LLC

Allsquare Wealth Management, LLC (CRD# 153591) is a financial advisory firm headquartered in Albany, NY. They manage $145,086,315 in 380 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    380
    ACCOUNTS
  • Average Account Value
    $381,806
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
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.

FL, NH, NY, TX

Financial Advisors at Allsquare Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel D. Bauer
CRD#: 4430682
200 Great Oaks Blvd, Suite 219, Albany, NY 12203
96
Wealthminder
score

Daniel Bauer (CRD# 4430682) is an Investment Advisor Representative working at Allsquare Wealth Management, LLC in Albany, NY and has over 15 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.

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