1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ALLSQUARE WEALTH MANAGEMENT, LLC

Map pinALBANY, NY
Phone(518) 456-8900
NotebookSEC #801-71675
Total AUM
$307.8M
Employees
5
Clients
438

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 GREAT OAKS BLVD
SUITE 219
ALBANY
NY 12203
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(518) 456-8900
Other Offices
3

ReceiptFinancials

Total AUM
$307.8M
Accounts
835
Discretionary
$307.8M
Accounts
835
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
356
AUM
$97M
HNW Individual Clients
80
AUM
$190M
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M
Charitable Organization Clients
1
AUM
$19M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLMANCNYSCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account