Capital Squared Financial LLC
Capital Squared Financial LLC (CRD# 326861) is a financial advisory firm headquartered in Rockville, MD. They manage $73,300,000 in 41 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Capital Squared Financial LLC
By the Numbers
-
Total Assets Under Management73MILLION
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Total Number of Accounts41ACCOUNTS
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Average Account Value$1,787,805
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, VA
Financial Advisors at Capital Squared Financial LLC
1
Aleksandr Seleznev (CRD# 5716633) is an Investment Advisor Representative working at Capital Squared Financial LLC in Rockville, MD and has 1 year of experience in the finance industry.
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