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).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $282,257
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
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.

CA, CT, NY, TX

Financial Advisors at Washington Square Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Subir N. Grewal
CRD#: 5135856
261 Madison Ave, 10th Flr, New York, NY 10016
96
Wealthminder
score

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.

2
Louis E. Berger
CRD#: 5265166
33 West 19th Street, 4th Floor, New York, NY 10011
93
Wealthminder
score

Louis Berger (CRD# 5265166) is an Investment Advisor Representative working at Washington Square Capital Management LLC in New York, NY and has over 9 years of experience in the finance industry.

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