Overview
Assets Under Management: $275 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 123
Average Client Assets: $2 million
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