Square Peg Financial Advisory Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 327940
- Website
- squarepegfinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Square Peg Financial Advisory Services, LLC is an independent, Ohio-registered advisory firm organized as an LLC and owned by an individual principal. The firm focuses on advising individuals and families, offering financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars/workshops. Its client billing mixes AUM-based fees with hourly and fixed-fee engagements. Square Peg identifies as a capital allocator and uses third-party managers for certain alternative investments. It does not describe itself as an active ESG investor.
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
- Exchange Traded Equities84%
- Public Funds/Mutual Funds14%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations