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

706 Guadalupe Street, Austin, TX 78701

http://ssquaredadvisors.com

By the Numbers

Total Assets Under Management

64

MILLION
Total Number of Accounts

21

ACCOUNTS
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.

Financial Advisors at S Squared Advisors LLC

Showing 1 - 2 of 2 top financial advisors.

Christopher G. Angelo

CRD#: 6046213

706 Guadalupe Street, Austin, TX 78701

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.

Michael J. Heffernan

CRD#: 4808634

706 Guadalupe Street, Austin, TX 78701

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.

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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