R-squared Macro Management

R-squared Macro Management (CRD# 173299) is a financial advisory firm headquartered in Birmingham, AL. They manage $10,028,879 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $10,028,879
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL

Financial Advisors at R-squared Macro Management
Showing 1 - 3 of 3 top financial advisors.
1
Emilee A. Dinsmore
CRD#: 6024358
105 Richard Arrington Jr Blvd. South, Birmingham, AL 35233
90
Wealthminder
score

Emilee Dinsmore (CRD# 6024358) is an Investment Advisor Representative working at R-squared Macro Management in Birmingham, AL and has over 4 years of experience in the finance industry.

2
Ankur A. Patel
CRD#: 6024177
105 Richard Arrington Jr Blvd. South, Birmingham, AL 35233
90
Wealthminder
score

Ankur Patel (CRD# 6024177) is an Investment Advisor Representative working at R-squared Macro Management in Birmingham, AL and has over 4 years of experience in the finance industry.

3
Jeffrey T. Tolbert
CRD#: 6442550
105 Richard Arrington Jr Blvd. South, Birmingham, AL 35233
88
Wealthminder
score

Jeffrey Tolbert (CRD# 6442550) is an Investment Advisor Representative working at R-squared Macro Management in Birmingham, AL and has 1 year of experience in the finance industry.

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