Washington Square Capital Management LLC
Washington Square Capital Management LLC (CRD# 150335) is a financial advisory firm headquartered in New York, NY. They manage $34,717,566 in 123 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts123ACCOUNTS
Average Account Value$282,257
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, NY, TX
Subir Grewal (CRD# 5135856) is an Investment Advisor Representative working at Washington Square Capital Management LLC in New York, NY and has over 10 years of experience in the finance industry. Subir Grewal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Louis Berger (CRD# 5265166) is an Investment Advisor Representative working at Washington Square Capital Management LLC in New York, NY and has over 10 years of experience in the finance industry.