National Retirement Planning Experts

National Coverage
Local Professionals

ALPHA SQUARE GROUP S, LLC

10 E 40th Street
35th Floor
New York, New York 10016
Tel: 347-334-0787

Need a Financial Advisor?
Compare Vetted Advisors

About ALPHA SQUARE GROUP S, LLC

ALPHA SQUARE GROUP S, LLC, formally registered with the SEC as ALPHA SQUARE GROUP S, LLC. The firm was established in 05/18/2020. They have over 1 offices throughout the country.

ALPHA SQUARE GROUP S, LLC is a New York, New York based Financial Planning firm with nearly $1,071,485,542 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#308022
SEC#801-118737
Assets Managed by Firm$1,071,485,542
No. of Clients15
No. of Advisors27

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total15$1,071,485,542

More Retirement Planning firms in New York, New York:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC.
383 Madison Avenue
New York, NY, 10179-0001
$2,549,092,782,514928983167
GOLDMAN SACHS ASSET MANAGEMENT, L.P.
200 West Street
New York, NY, 10282
$1,661,286,615,1541893111305
MORGAN STANLEY
2000 Westchester Avenue
Purchase, NY, 10577-2530
$1,402,425,838,334240578329300
BLACKROCK FINANCIAL MANAGEMENT, INC
50 Hudson Yards
New York, NY, 10001
$1,288,497,806,43921846407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
One Bryant Park
New York, NY, 10036
$1,271,593,679,276291157834934

Explore More Retirement Advisors in New York, New York