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BLUE SQUARE ASSET MANAGEMENT, LLC
NEW YORK, NY
646-928-8000
SEC #801-113999Total AUM
$410.3M
Employees
9Clients
214Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
17 STATE STREET
40TH FLOOR
NEW YORK
NY 10004
United States
40TH FLOOR
NEW YORK
NY 10004
United States
Operating Hours
8:00A - 6:00P
Monday - Friday
Monday - Friday
Phone
646-928-8000
Financials
Total AUM
$410.3M
Accounts
651Discretionary
$311.3M
Accounts
494Non-Discretionary
$99M
Accounts
157
Clients
Individual Clients
56AUM
$13.5M
HNW Individual Clients
128AUM
$352.1M
Pooled Vehicle Clients
1AUM
$18.6M
Pension/Profit Sharing Plan Clients
24AUM
$25.7M
Charitable Organization Clients
5AUM
$390.7K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACOCTFLIAMAMINJNYOHORPATXUTVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.