Third Square Investments, LLC
Third Square Investments, LLC (CRD# 170547) is a financial advisory firm headquartered in New York, NY. They manage $5,900,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Third Square Investments, LLC
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts45ACCOUNTS
-
Average Account Value$131,111
Compensation Options
- A percentage of assets under your management
- Performance-based fees
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Third Square Investments, LLC
No Advisor Found.
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