Open Square Capital, LLC

Open Square Capital, LLC (CRD# 175152) is a financial advisory firm headquartered in , . They manage $24,280,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.opensquarecapital.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $4,856,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Open Square Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nelson Wu, financial advisor Los Alamitos CA
Nelson Wu
CRD#: 6456084
Los Alamitos, CA

Nelson Wu (CRD# 6456084) is an Investment Advisor Representative working at Open Square Capital, LLC in Los Alamitos, CA and has over 9 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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