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
1451 Rockville Pike, Suite 250, Rockville, MD 20852
https://www.csqfinancial.com/
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MD, VA

Financial Advisors at Capital Squared Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Aleksandr Seleznev, financial advisor Rockville MD
Aleksandr S. Seleznev
CRD#: 5716633
1451 Rockville Pike, Suite 250, Rockville, MD 20852

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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