Squire Wealth Advisors

RIASEC Registered

Total AUM

$587M

Discretionary

$579M

99% of AUM

Avg account

$382K

Accounts

1,537

Employees

Advisory reps

Firm details

Headquarters: Orem, Utah
CRD number: 117750
Registered since: September 5, 2013
Website: squirewealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.41%
Corporations / Businesses20.51%
Individuals13.66%
Pension & Profit Sharing Plans3.93%
Charitable Organizations2.49%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Squire Wealth Advisors is an independent registered investment adviser that registered with the SEC in 2013. The firm operates as a limited liability company and combines advisory work for individuals, families and institutions with capital-allocation activity. Its client base spans individual and family clients as well as institutional accounts. The advisory services it lists include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. Fee arrangements at the firm include AUM-based fees, hourly charges and fixed fees. Squire Wealth Advisors does not describe itself as an active ESG investor. It identifies as a capital allocator and maintains an affiliation with accounting professionals for client work.