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SQ ADVISORS, LLC
SQ ADVISORS, LLC
NAPLES, Florida
·
4 registered advisors
·
CRD# 155489
SEC# 801-72026
0
239-213-9393
01
Firm Overview
AUM
$2.7B
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at SQ ADVISORS, LLC
4 registered advisors
Anna R Mullen
NAPLES, Florida
CRD# 5169505
Hilary Lynn King
NAPLES, Florida
CRD# 4749885
Kimberly Kay Querrey
NAPLES, Florida
CRD# 5859058
Louis Allen Simpson
NAPLES, Florida
CRD# 1088929
05
Office Locations
NAPLES, Florida
4 advisors
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Data sourced from SEC Form ADV filings. SQ ADVISORS, LLC (CRD# 155489) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.