Sq Advisors, LLC

Sq Advisors, LLC (CRD# 155489) is a financial advisory firm headquartered in Naples, FL. They manage $3,687,890,976 in 188 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,688
    MILLION
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $19,616,441
Compensation Options
  • A percentage of assets under your management
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
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.

CA, CT, FL, IL, NJ, NY, TX, VA

Financial Advisors at Sq Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Louis A. Simpson
CRD#: 1088929
1400 Gulf Shore Blvd. North, Suite 184, Naples, FL 34102
87
Wealthminder
score

Louis Simpson (CRD# 1088929) is an Investment Advisor Representative working at Sq Advisors, LLC in Naples, FL and has 1 year of experience in the finance industry.

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