ALLSQUARE WEALTH MANAGEMENT, LLC

ALBANY, New York·2 registered advisors·CRD# 153591
SEC# 801-716752(518) 456-8900
01

Firm Overview

AUM
$269M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ALLSQUARE WEALTH MANAGEMENT, LLC

2 registered advisors
Daniel Douglas Bauer
ALBANY, New York
CFP
Douglas James Bauer
ALBANY, New York
CFPChFC
05

Office Locations

ALBANY, New York
2 advisors

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Data sourced from SEC Form ADV filings. ALLSQUARE WEALTH MANAGEMENT, LLC (CRD# 153591) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.