AllSquare Wealth Management LLC

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Assets, Funds, Holdings

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AllSquare Wealth Management LLC
CRD #153591
SEC #801-71675
CIK #0001633674
AUM$224.0 MM
Employees6
Phone518-456-8900
Address200 Great Oaks Blvd Suite 219
Albany, NY 12203
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VCIT 18.8
VTI 18.6
VEA 12.6
BNDX 10.6
VWO 6.5
FTGC 4.6
VCSH 3.4
VT 1.9
SCHE 1.9
GE 86,180.0 1.6
View All
Holdings by Sector ($BB)