|
⚲
|
| Square Advisors LLC
✚
| |
|---|---|
| CRD # | 160578 |
| SEC # | 801-74309 |
| CIK # | |
| AUM | $311.2 MM (2024-02-19) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 212-207-4450 |
| Address | c/o Square Advisors Italy Srl Milan, Italy |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 116.0 |
| (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 | 195.1 |
| (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 | 8 | 311.2 |
| By Discretionary | ||
| Discretionary | 7 | 116.0 |
| Non-Discretionary | 1 | 195.1 |
| Total | 8 | 311.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 273.4 | |
| United States Persons | 37.8 | |
| Total | 8 | 311.2 |
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|---|---|---|
|
Altruist Financial Advisors LLC
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|
MI | 0.3 |
|
ADE LLC
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|
MD | 0.3 |
|
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SC | 0.3 |
|
Integrity Wealth Advisors LLC
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CA | 0.3 |
|
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CA | 0.3 |
|
Bernzott Capital Advisors
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|
Futura Asset Advisors LLC
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|
FL | 0.3 |
|
S&A Financial Services Inc
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KS | 0.3 |
|
Fullcircle Wealth LLC
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|
TX | 0.3 |
|
Joseph P Lucia & Associates LLC
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|
NY | 0.3 |