R SQUARED IV

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
MANHASSET, New York
CRD number
337212
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

R Squared Iv operates as a limited liability company focused on providing portfolio management services. The firm specializes in managing investments for both individuals and small businesses, as well as for larger institutions. R Squared Iv employs a fee structure that includes a percentage of assets under management and performance-based fees, allowing for flexibility in aligning the firm’s interests with those of its clients. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Brian Reddington

    CEOCRD 7221737

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MANHASSET, NY

NASSAU

Location

MANHASSET, NY

Headquartered in MANHASSET, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NASSAU
Address
417 Ryder Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth