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Building 2CAPITAL SQUARED FINANCIAL LLC

Map pinROCKVILLE, MD
Phone240-600-1678
NotebookSEC #801-131530
Total AUM
$198.7M
Employees
3
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1451 ROCKVILLE PIKE
SUITE 250
ROCKVILLE
MD 20852
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
240-600-1678

ReceiptFinancials

Total AUM
$198.7M
Accounts
279
Discretionary
$198.7M
Accounts
279
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
34
AUM
$183.3M
HNW Individual Clients
53
AUM
$14.9M
Charitable Organization Clients
1
AUM
$437K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCINMDNCNHNJNYORPAVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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