Square Advisors LLC

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Assets, Funds, Holdings

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Square Advisors LLC
CRD #160578
SEC #801-74309
CIK #
AUM $311.7 M (2025-03-03)
Employees 1 (100% Investors, 0% Brokers)
Phone212-207-4450
Addressc/o Square Advisors Italy Srl
Milan, Italy
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
4003202401608002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 6 125.0
(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 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 186.7
(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 7 311.7
By Discretionary
Discretionary 6 125.0
Non-Discretionary 1 186.7
Total 7 311.7
By Non-United States Persons
Non-United States Persons 267.3
United States Persons 44.5
Total 7 311.7
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Centennial Wealth Advisory LLC
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