Open Square Capital, LLC
Open Square Capital, LLC (CRD# 175152) is a financial advisory firm headquartered in , . They manage $3,500,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$437,500
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
Nelson Wu (CRD# 6456084) is an Investment Advisor Representative working at Open Square Capital, LLC in Los Alamitos, CA and has over 3 years of experience in the finance industry.