Tower Square Investment Management LLC

Tower Square Investment Management LLC (CRD# 165436) is a financial advisory firm headquartered in El Segundo, CA. They manage $4,396,712,121 in 25,351 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,397
    MILLION
  • Total Number of Accounts
    25,351
    ACCOUNTS
  • Average Account Value
    $173,433
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

AZ, CA, CO, DE, IL, LA, MA, TX

Financial Advisors at Tower Square Investment Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
Gene F. Goldman
CRD#: 2630667
200 N. Sepulveda Blvd, Suite 1200, El Segundo, CA 90245
96
Wealthminder
score

Gene Goldman (CRD# 2630667) is an Investment Advisor Representative working at Tower Square Investment Management LLC in El Segundo, CA and has over 21 years of experience in the finance industry.

2
Collin D. Martin
CRD#: 5490846
655 W Broadway, 12th Floor, San Diego, CA 92101
96
Wealthminder
score

Collin Martin (CRD# 5490846) is an Investment Advisor Representative working at Tower Square Investment Management LLC in San Diego, CA and has over 6 years of experience in the finance industry.

3
Craig E. Columbus
CRD#: 2523602
15051 N Kierland Blvd., Suite 200, Scottsdale, AZ 85254
93
Wealthminder
score

Craig Columbus (CRD# 2523602) is an Investment Advisor Representative working at Tower Square Investment Management LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry.

4
Lon J. Gerber
CRD#: 5337174
15051 N Kierland Blvd., Suite 200, Scottsdale, AZ 85254
93
Wealthminder
score

Lon Gerber (CRD# 5337174) is an Investment Advisor Representative working at Tower Square Investment Management LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry.

5
Jeffrey J. Mindlin
CRD#: 3069859
15051 N Kierland Blvd., Suite 200, Scottsdale, AZ 85254
93
Wealthminder
score

Jeffrey Mindlin (CRD# 3069859) is an Investment Advisor Representative working at Tower Square Investment Management LLC in Scottsdale, AZ and has over 14 years of experience in the finance industry.

6
Brian D. Wright
CRD#: 3019760
15051 N Kierland Blvd., Suite 200, Scottsdale, AZ 85254
93
Wealthminder
score

Brian Wright (CRD# 3019760) is an Investment Advisor Representative working at Tower Square Investment Management LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry.

7
Shannon L. Otterbeck
CRD#: 4243413
655 W Broadway, 12th Floor, San Diego, CA 92101
73
Wealthminder
score

Shannon Otterbeck (CRD# 4243413) is an Investment Advisor Representative working at Tower Square Investment Management LLC in San Diego, CA and has over 13 years of experience in the finance industry.

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