ALLSQUARE WEALTH MANAGEMENT, LLC

200 Great Oaks Blvd
Suite 219
Albany, New York 12203
Tel: (518) 456-8900

About ALLSQUARE WEALTH MANAGEMENT, LLC

ALLSQUARE WEALTH MANAGEMENT, LLC, formally registered with the SEC as ALLSQUARE WEALTH MANAGEMENT, LLC. The firm was established in 07/09/2010. They have over 3 offices throughout the country.

ALLSQUARE WEALTH MANAGEMENT, LLC is a Albany, New York based Financial Planning firm with nearly $268,990,739 assets under management, offering retirement planning & investment advisory services to 454 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153591
SEC#	801-71675
Assets Managed by Firm	$268,990,739
No. of Clients	454
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	454	$268,990,739
Individuals (other than high net worth individuals)	359	$83,289,643
High net worth individuals	90	$168,720,539
Pension and profit sharing plans	Fewer than 5 clients	$1,502,162
Charitable organizations	Fewer than 5 clients	$15,478,395

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