S Squared Advisors LLC
S Squared Advisors LLC (CRD# 283785) is a financial advisory firm headquartered in Austin, TX. They manage $64,436,973 in 21 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management64MILLION
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Total Number of Accounts21ACCOUNTS
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Average Account Value$3,068,427
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 businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at S Squared Advisors LLC
1
Christopher Angelo (CRD# 6046213) is an Investment Advisor Representative working at S Squared Advisors LLC in Austin, TX and has over 12 years of experience in the finance industry.
2
Michael Heffernan (CRD# 4808634) is an Investment Advisor Representative working at S Squared Advisors LLC in Austin, TX and has over 19 years of experience in the finance industry.
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