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).
Total Assets Under Management1,595MILLION
Total Number of Accounts57ACCOUNTS
Average Account Value$27,985,189
- A percentage of assets under your management
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients