Sq Advisors, LLC
Sq Advisors, LLC (CRD# 155489) is a financial advisory firm headquartered in Naples, FL. They manage $2,597,976,616 in 240 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management2,598MILLION
Total Number of Accounts240ACCOUNTS
Average Account Value$10,824,903
- A percentage of assets under your management
- 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
CA, CT, FL, IL, NY, TX, VA
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.