North Square Investments, LLC

North Square Investments, LLC (CRD# 294355) is a financial advisory firm headquartered in Chicago, IL. They manage $1,388,560,450 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

200 West Madison St, Suite 2610, Chicago, IL 60606

http://northsquareinvest.com

By the Numbers

Total Assets Under Management

1,389

MILLION
Total Number of Accounts

12

ACCOUNTS
Average Account Value

$115,713,371

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for investment companies (as well as "business development companies")

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at North Square Investments, LLC

Showing 1 - 2 of 2 top financial advisors.

Philip J. Callahan

CRD#: 2224021

200 West Madison St, Suite 2610, Chicago, IL 60606

Philip Callahan (CRD# 2224021) is an Investment Advisor Representative working at North Square Investments, LLC in Chicago, IL and has over 32 years of experience in the finance industry.

Luke Coogan

CRD#: 6200329

200 West Madison St, Suite 2610, Chicago, IL 60606

Luke Coogan (CRD# 6200329) is an Investment Advisor Representative working at North Square Investments, LLC in Chicago, IL 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals