Allsquare Wealth Management, LLC
Allsquare Wealth Management, LLC (CRD# 153591) is a financial advisory firm headquartered in Albany, NY. They manage $268,990,739 in 454 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management269MILLION
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Total Number of Accounts454ACCOUNTS
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Average Account Value$592,491
- 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, MA, NC, 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 22 years of experience in the finance industry.
Brett Harris (CRD# 5478362) is an Investment Advisor Representative working at Allsquare Wealth Management, LLC in Albany, NY and has over 16 years of experience in the finance industry.
Douglas Bauer (CRD# 1051210) is an Investment Advisor Representative working at Allsquare Wealth Management, LLC in Albany, NY and has over 20 years of experience in the finance industry.
Daniel Weinberg (CRD# 1085378) is an Investment Advisor Representative working at Allsquare Wealth Management, LLC in Albany, NY and has over 37 years of experience in the finance industry.