Washington Square Capital Management LLC
Washington Square Capital Management LLC (CRD# 150335) is a financial advisory firm headquartered in New York, NY. They manage $77,800,902 in 133 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Washington Square Capital Management LLC
By the Numbers
-
Total Assets Under Management78MILLION
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Total Number of Accounts133ACCOUNTS
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Average Account Value$584,969
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, OK, TX
Financial Advisors at Washington Square Capital Management LLC
1
Louis Berger (CRD# 5265166) is an Investment Advisor Representative working at Washington Square Capital Management LLC in New York, NY and has over 17 years of experience in the finance industry.
2
Subir Grewal (CRD# 5135856) is an Investment Advisor Representative working at Washington Square Capital Management LLC in New York, NY and has over 17 years of experience in the finance industry.
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