NORTH SQUARE INVESTMENTS, LLC

200 West Madison St
Suite 2610
Chicago, Illinois 60606
Tel: 312-857-2160

About NORTH SQUARE INVESTMENTS, LLC

NORTH SQUARE INVESTMENTS, LLC, formally registered with the SEC as NORTH SQUARE INVESTMENTS, LLC. The firm was established in 04/30/2019. They have over 1 offices throughout the country.

NORTH SQUARE INVESTMENTS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $1,388,560,450 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	294355
SEC#	801-115238
Assets Managed by Firm	$1,388,560,450
No. of Clients	12
No. of Advisors	23

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	12	$1,388,560,450

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