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ALLSQUARE WEALTH MANAGEMENT, LLC

Tel: (518) 456-8900
200 Great Oaks Blvd
Suite 219
Albany, New York  12203

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ALLSQUARE WEALTH MANAGEMENT, LLC

ALLSQUARE WEALTH MANAGEMENT, LLC is a Albany, New York based financial advisory firm with nearly $268,990,739 in assets under management and provides investment advisory services for 454 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

153591

SEC#:

801-71675

No. of Clients:

454

Assets under Management

$268,990,739

No. of Advisors:

5

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