Overview
Assets Under Management: $275 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 123
Average Client Assets: $2 million
Frequently Asked Questions
BLUE SQUARE ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #296802), BLUE SQUARE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BLUE SQUARE ASSET MANAGEMENT, LLC is headquartered in NEW YORK, NY.
BLUE SQUARE ASSET MANAGEMENT, LLC serves 123 high-net-worth clients according to their SEC filing dated May 21, 2024. View client details ↓
According to their SEC Form ADV, BLUE SQUARE ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
BLUE SQUARE ASSET MANAGEMENT, LLC manages $275 million in client assets according to their SEC filing dated May 21, 2024.
According to their SEC Form ADV, BLUE SQUARE ASSET MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.92
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 572
Discretionary Accounts: 440
Non-Discretionary Accounts: 132
Regulatory Filings
CRD Number: 296802
Last Filing Date: 2024-05-21 00:00:00
Website: https://bluesquarewealth.com