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SQUARE 1 VENTURES, LLC
SQUARE 1 VENTURES, LLC
SQUARE 1 VENTURES
DURHAM, North Carolina
·
2 registered advisors
·
CRD# 163231
SEC# 801-78646
919-354-1275
01
Firm Overview
AUM
$43M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at SQUARE 1 VENTURES, LLC
2 registered advisors
Adrian Newton Wilson
DURHAM, North Carolina
CRD# 6047376
Wiley Jay Becker
DURHAM, North Carolina
CRD# 6047384
05
Office Locations
DURHAM, North Carolina
2 advisors
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Data sourced from SEC Form ADV filings. SQUARE 1 VENTURES, LLC (CRD# 163231) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.