AllSquare Wealth Management LLC

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Assets, Funds, Holdings

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CAFR Data
AllSquare Wealth Management LLC
CRD #153591
SEC #801-71675
CIK #
AUM $224.0 MM (100% Disc, 100% US)
Employees6 (83% Investors, 50% Brokers)
Phone518-456-8900
Address200 Great Oaks Blvd
Albany, NY 12203
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
225180135904502009201220162020
Sector Holding Cap ($MM) Value ($MM)
VCIT19.8
VTI15.7
BNDX10.6
VEA10.2
VWO5.9
FTGC4.3
VCSH3.9
RZV3.8
SCHE1.8
VT1.5
View All
Holdings by Sector ($)
0.20.20.10.10.00.02013201520172020
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