WILSQUARE CAPITAL LLC

Three City Place Drive
Suite 1090
St. Louis, Missouri 63141
Tel: 314-925-7650

About WILSQUARE CAPITAL LLC

WILSQUARE CAPITAL LLC, formally registered with the SEC as WILSQUARE CAPITAL LLC. The firm was established in 05/20/2020. They have over 1 offices throughout the country.

WILSQUARE CAPITAL LLC is a St. Louis, Missouri based Financial Planning firm with nearly $180,961,134 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	296504
SEC#	801-118763
Assets Managed by Firm	$180,961,134
No. of Clients	2
No. of Advisors	11

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$180,961,134

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