ALLSQUARE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- ALBANY, New York
- CRD number
- 153591
- Registered since
- July 9, 2010
- Website
- www.allsquarewealth.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.72%
- Individuals31.52%
- Charitable Organizations6.17%
- Pension & Profit Sharing Plans0.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Allsquare Wealth Management, LLC is an independent Registered Investment Adviser formed in 2010 and owned by an individual. The firm serves individuals and families, offering financial planning and portfolio management for both retail and small-business/institutional clients. Its fee schedules include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The company also operates as an insurance broker, which aligns with its use of annuities in client solutions. Allsquare does not identify as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Investment Grade Corp Bonds13%
- Exchange Traded Equities10%
- US Government Bonds6%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1DANIEL WEINBERG
Chief Economist, Senior Investment AdvisorCRD 1085378
Contacts
3 of 3DOUGLAS BAUER
PrincipalCRD 1051210
DANIEL BAUER
PrincipalCRD 4430682
BRETT HARRIS
Senior Financial AdvisorCRD 5478362
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 247Active vs passive
$148M in ETFs
92%
$136M
8%
$12.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $32M | 97,479 | 21.60% |
Location
ALBANY, NY
ALBANY
Location
ALBANY, NY
Headquartered in ALBANY, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- ALBANY
- Address
- 200 Great Oaks Blvd
- Time zone
- ET (UTC-5)
- Office locations
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