Square 1 Asset Management

Square 1 Asset Management (CRD# 166828) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,595,155,761 in 57 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,595
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $27,985,189
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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, NC

Financial Advisors at Square 1 Asset Management
No Advisor Found.
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