| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Douglas Bauer Control | Managing Member / Chief Investment Officer / Chief Compliance Officer | 25-50% | 2010 |
| Douglas James Bauer Control | Managing Member / Chief Executive Officer | Over 75% | 2010 |
Allsquare Wealth Management, LLC reports $284.8 million in regulatory assets under management on its Form ADV.
Allsquare Wealth Management, LLC reports 5 employees.
Allsquare Wealth Management, LLC is based in Albany, NY and has been SEC-registered since 2010.
Allsquare Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 200 Great Oaks Blvd, Suite 219, Albany, NY 12203 |
| Phone | (518) 456-8900 |
| Fax | (518) 456-8922 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1633674 |
| Discloses disciplinary history | No |
| Discretionary | $284.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $284.8M |