Home
›
Firms
›
F-SQUARED CAPITAL, LLC
F-SQUARED CAPITAL, LLC
F-SQUARED CAPITAL
WELLESLEY, Massachusetts
·
5 registered advisors
·
CRD# 166945
SEC# 801-77989
781-772-2777
01
Firm Overview
AUM
$2.1B
Regulatory assets under management
Employees
57
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at F-SQUARED CAPITAL, LLC
5 registered advisors
Betsy A Callahan
WELLESLEY, Massachusetts
CRD# 4613503
David Nester Phelps
WELLESLEY, Massachusetts
CRD# 6529246
Deborah Lee Deskavich
WELLESLEY, Massachusetts
CRD# 2332639
Laura Peelle Dagan
WELLESLEY, Massachusetts
CRD# 2771328
Thomas Frederick Mann
WELLESLEY, Massachusetts
CRD# 1624771
05
Office Locations
WELLESLEY, Massachusetts
5 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. F-SQUARED CAPITAL, LLC (CRD# 166945) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.