SQUARE WAVE CAPITAL

55 Prospect Street
Suite 310
Brooklyn, New York 11201
Tel: 203-733-6139

About SQUARE WAVE CAPITAL

SQUARE WAVE CAPITAL, formally registered with the SEC as SQUARE WAVE CAPITAL. The firm was established in 02/22/2022. They have over 1 offices throughout the country.

SQUARE WAVE CAPITAL is a Brooklyn, New York based Financial Planning firm with nearly $66,747,718 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318517
SEC#	801-123271
Assets Managed by Firm	$66,747,718
No. of Clients	2
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$66,747,718

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