|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| AllSquare Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 153591 |
| SEC # | 801-71675 |
| CIK # | 0001633674 |
| AUM | $284.8 M (2025-03-27) |
| Employees | 5 (80% Investors, 60% Brokers) |
| Phone | 518-456-8900 |
| Address | 200 Great Oaks Blvd Albany, NY 12203 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001633674 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.4 | ||
| Apple Inc | 3.1 | ||
| J P Morgan Chase & Co | 1.9 | ||
| Nvidia Corp | 1.7 | ||
| Facebook Inc | 1.6 | ||
| Alphabet Inc | 1.5 | ||
| Amazon Com Inc | 1.4 | ||
| Broadcom Inc | 1.3 | ||
| Barclays Bank PLC | 1.2 | ||
| Bank of America Corp /DE/ | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 395 | 86.4 |
| (b) Individuals (high net worth individuals) | 87 | 179.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.6 |
| (h) Charitable organizations | 0 | 17.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 486 | 284.8 |
| By Discretionary | ||
| Discretionary | 486 | 284.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 486 | 284.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 284.8 | |
| Total | 486 | 284.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001633674] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Model Wealth Inc
✚
|
0.3 | |
|
Avondale Wealth Management LLC
✚
|
TX | 0.3 |
|
Aspen Investment Management Inc
✚
|
MI | 0.3 |
|
Legacy Financial Advisors Corporation
✚
|
MN | 0.3 |
|
Blue Oak Capital LLC
✚
|
CA | 0.3 |
|
Walker Asset Management LLC
✚
|
0.3 | |
|
Solitude Financial Services Inc
✚
|
VA | 0.3 |
|
Taylor Securities Inc
✚
|
TN | 0.3 |
|
Trisperity Advisors LLC
✚
|
TX | 0.3 |
|
Boothe Investment Group Inc
✚
|
DE | 0.3 |