Square Advisors, LLC

Square Advisors, LLC (CRD# 160578) is a financial advisory firm headquartered in New York, NY. They manage $262,114,911 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $29,123,879
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

NY

Financial Advisors at Square Advisors, LLC
No Advisor Found.
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