Sq Advisors, LLC
Sq Advisors, LLC (CRD# 155489) is a financial advisory firm headquartered in Naples, FL. They manage $2,665,515,570 in 225 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
Total Assets Under Management2,666MILLION
Total Number of Accounts225ACCOUNTS
Average Account Value$11,846,736
- 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 Investment Advisor
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, FL, IL, NY, TX, VA
Financial Advisors at Sq Advisors, LLC
No Advisor Found.
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