I-squared Wealth Management, Inc.

I-squared Wealth Management, Inc. (CRD# 282152) is a financial advisory firm headquartered in Totowa, NJ. They manage $46,200,000 in 109 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
999 Riverview Drive, Suite 201, Totowa, NJ 07512
https://www.linkedin.com/in/ketu-desai-1b858664/
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $423,853
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY, TX

Financial Advisors at I-squared Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Ketu Desai, financial advisor Totowa NJ
Ketu D. Desai
CRD#: 5191689
999 Riverview Drive, Suite 201, Totowa, NJ 07512

Ketu Desai (CRD# 5191689) is an Investment Advisor Representative working at I-squared Wealth Management, Inc. in Totowa, NJ and has over 8 years 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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