Allsquare Wealth Management LLC
Legal Name: ALLSQUARE WEALTH MANAGEMENT, LLC
Full Contact Details
Allsquare Wealth Management LLC
200 GREAT OAKS BLVD, SUITE 219, ALBANY, NY
(518) 456-8900
(518) 456-3922
Other Info
Allsquare Wealth Management LLC, a New York Limited Liability Company with a team of 6 employees, including 5 advisors, is an SEC-approved firm. Its registration dates back to July 2010, but the total number of clients served by the firm is unknown.
AllSquare Wealth Management – Welcome to AllSquare Wealth Management
Skip to content (518) 456-8900 Search: SEARCH Twitter page opens in new windowLinkedin page opens in new window AllSquare Wealth Management Welcome to AllSquare Wealth Management HOME OUR TEAMDOUGLAS J. BAUER CFP® DANIEL D. BAUER, CFP® DANIEL M. WEINBERG BRETT HARRIS LAURIE ROZONEWSKI SERVICESRETI…
Direct Owners
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DANIEL DOUGLAS BAUER
MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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DOUGLAS JAMES BAUER
MANAGING MEMBER / CHIEF EXECUTIVE OFFICER owns 75% or more
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Top Holdings
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- SPDR S&P 500 ETF TR TR UNIT $1,110k
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- INVESCO QQQ TR UNIT SER 1 $859k
- ISHARES TR $795k
- ISHARES TR $690k
- ISHARES TR $633k
- VANGUARD INTL EQUITY $543k
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