ALLSQUARE WEALTH MANAGEMENT, LLC
Tel: (518) 456-8900 200 Great Oaks Blvd Suite 219 Albany, New York 12203
About 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
Firm CRD#:
153591
Firm SEC#:
801-71675
Assets Under Management:
$268,990,739
No. of Clients:
454
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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