Overview
Assets Under Management: $208 million
Headquarters: ROSWELL, GA
High-Net-Worth Clients: 17
Average Client Assets: $2 million
Frequently Asked Questions
PARK SQUARE FINANCIAL GROUP, 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 #332268), PARK SQUARE FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
PARK SQUARE FINANCIAL GROUP, LLC is headquartered in ROSWELL, GA.
PARK SQUARE FINANCIAL GROUP, LLC serves 17 high-net-worth clients according to their SEC filing dated June 11, 2025. View client details ↓
According to their SEC Form ADV, PARK SQUARE FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
PARK SQUARE FINANCIAL GROUP, LLC manages $208 million in client assets according to their SEC filing dated June 11, 2025.
According to their SEC Form ADV, PARK SQUARE FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.06
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 736
Discretionary Accounts: 729
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 332268
Filing ID: 1980557
Last Filing Date: 2025-06-11 18:03:00
Website: https://parksquarefg.com