Blue Square Asset Management, LLC

RIASEC Registered

Total AUM

$410M

Discretionary

$311M

76% of AUM

Avg account

$630K

Accounts

651

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 296802
Registered since: September 17, 2018
Website: www.bluesquarewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI85.83%
Pension & Profit Sharing Plans6.26%
Pooled Investment Vehicles4.53%
Individuals3.28%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Blue Square Asset Management, LLC is an independent RIA organized as an LLC and registered with the SEC in 2018. The firm serves both individual/family and institutional clients, offering financial planning and portfolio management across individuals, pooled vehicles, businesses and institutions. It also conducts business as a CPO/CTA and acts as sponsor, general partner, or managing member of pooled investment vehicles. Its fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. Blue Square does not present itself as an active ESG investor.