PARK SQUARE FINANCIAL GROUP LLC
Firm details
- Headquarters
- ROSWELL, Georgia
- CRD number
- 332268
- Registered since
- September 13, 2024
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, ASSETMARK TRUST CO., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.02%
- HNWI41.55%
- Pension & Profit Sharing Plans3.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Park Square Financial Group LLC is an independent registered investment adviser that positions itself as a multi-service wealth manager for individual, family and institutional clients. The firm is SEC-registered as of 2024 and operates as a limited liability company. Its fee model blends assets-under-management billing with hourly and fixed-fee engagements, allowing flexibility across planning and ongoing portfolio mandates. Advisory work centers on comprehensive financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not listed as a capital allocator; investment decisions appear to rely on external managers and pooled products rather than direct principal investments.
Assets & Accounts
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 Funds43%
- Exchange Traded Equities37%
- Cash & Cash Equivalents14%
- Investment Grade Corp Bonds4%
- US Government Bonds1%
Contacts
3 of 5Jerry Swiney
Managing PartnerCRD 4312698
Donald Ruffin
Managing PartnerCRD 1594696
Kaila Brooks
Financial ProfessionalCRD 7220056
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROSWELL, GA
FULTON
Location
ROSWELL, GA
Headquartered in ROSWELL, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 55 Park Square Ct
- Time zone
- ET (UTC-5)
- Office locations
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