| Name | Title | Ownership | Since |
|---|---|---|---|
| 1952 Financial Management Corporation Control | Managing Member | 50-75% | 2009 |
| Donald Leonard Ruffin Control | Cco, Ceo | Under 5% | 2024 |
| Jerry Scott Swiney Control | Coo | Under 5% | 2024 |
Park Square Financial Group, LLC reports $208.2 million in regulatory assets under management on its Form ADV.
Park Square Financial Group, LLC reports 8 employees.
Park Square Financial Group, LLC is based in Roswell, GA and has been SEC-registered since 2024.
Park Square Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 55 Park Square, Ste 103, Roswell, GA 30075 |
| Phone | 770-641-1401 |
| Fax | 770-641-9892 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $207.3M |
| Non-discretionary | $869K |
| Total (RAUM) | $208.2M |