linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Allsquare Wealth Management, LLC

Headquartered in ALBANY, NY

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Allsquare Wealth Management, LLC is an investment advisory firm headquartered in Albany, NY. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm manages over $268 million in regulatory assets under management. They have a team of 4 investment advisor representatives and 3 registered representatives.

Allsquare Wealth Management, LLC

200 GREAT OAKS BLVD

ALBANY, NY 12203

$268.99M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

ALLSQUARE WEALTH MANAGEMENT, LLC has a total of 3 branch locations across the country.
location

COOPERSTOWN, NY

location

ALBANY, NY

location

ALTAMONT, NY

Advisors at Allsquare Wealth Management, LLC

View All 3 Advisors
Unclaimed
Brett Philip Harris

RA

ALBANY, NY

View Profile
Unclaimed
Daniel Douglas Bauer

CFP®, RA

ALBANY, NY

View Profile
Unclaimed
Douglas James Bauer

CFP®, CFC®, RA

ALBANY, NY

View Profile
Unclaimed
Daniel Mark Weinberg

RA

ALBANY, NY

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Allsquare Wealth Management, LLC is right for you?

Disclosures

There are no public disclosures for Allsquare Wealth Management, LLC.

Frequently Asked Questions (6)

Not sure if Allsquare Wealth Management, LLC is right for you?