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Building 2GREEN SQUARE CAPITAL ADVISORS

Map pin
Phone781-729-0962
NotebookSEC #801-108497
Total AUM
$501.3M
Employees
6
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8-5
Monday - Friday
Phone
781-729-0962
Other Offices
1

ReceiptFinancials

Total AUM
$501.3M
Accounts
55
Discretionary
$501.3M
Accounts
55
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
53
AUM
$173.3M
Investment Company Clients
1
AUM
$153.7M
Pooled Vehicle Clients
2
AUM
$174.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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