Center Square Asset Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

1651 Columbia Tpke Ste 4, Castleton On H...

Phone Number

(518) 477-5468

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1

About Center Square Asset Management

Center Square Asset Management specializes in financial planning services for pre-retirees, retirees, individuals, and multi-generational families. The firm focuses on creating balanced financial plans that address both current needs and future goals, utilizing the expertise of a husband and wife team. They offer a range of services including retirement planning, investment management, estate planning, and tax preparation. Their approach emphasizes collaboration, communication, and ongoing education to ensure clients are engaged and confident in their financial strategies.Explore more
Center Square Asset Management's Social MediaPopular SearchesCenter Square Asset ManagementCenter Square AssetCenter Square Assett ManagementCenter Square ManagementCenter Square AssettSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Center Square Asset Manag...

<$5M
1-10
Private
-
2005
N/A
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
1-10
Private
-
2018
KZ
Katie ZienWealth Advisor
<$5M
1-10
Private
-
1986
John Heeckt, President at Financial Sources
John HeecktPresident
<$5M
1-10
Private
-
2009
VC
Victoria CegerenkoManager, Client Services & Operations
<$5M
1-10
Private
-
2020
AT
Ashley TateDirector, Client Experience & Operations Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Center Square Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Center Square Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Center Square Asset Management.

Center Square Asset Management Tech Stack

A closer look at the technologies used by Center Square Asset Management

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Frequently Asked Questions Regarding Center Square Asset Management

What is Center Square Asset Management's official website?
Center Square Asset Management's official website is www.centersquareasset.com
What is Center Square Asset Management's Revenue?
Center Square Asset Management's revenue is <$5 Million
What is Center Square Asset Management's SIC code?
Center Square Asset Management's SIC: 62,628
What is Center Square Asset Management's NAICS code?
Center Square Asset Management's NAICS: 52,523
How many employees does Center Square Asset Management have?
Center Square Asset Management has 1-10 employees
What industry does Center Square Asset Management belong to?
Center Square Asset Management is in the industry of: Finance, Securities Trading
What is Center Square Asset Management competition?
Center Square Asset Management top competitors include: DBA McMahan Asset Management, Trailhead Financial, Namack Portfolio Investment Professionals, Natoli Wealth Management
What technology does Center Square Asset Management use?
Some of the popular technologies that Center Square Asset Management uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
How do I contact Center Square Asset Management?
Center Square Asset Management contact info: Phone number: (518) 477-5468 Website: www.centersquareasset.com
What does Center Square Asset Management do?

Center Square Asset Management specializes in financial planning services for pre-retirees, retirees, individuals, and multi-generational families. The firm focuses on creating balanced financial plans that address both current needs and future goals, utilizing the expertise of a husband and wife team. They offer a range of services including retir... ement planning, investment management, estate planning, and tax preparation. Their approach emphasizes collaboration, communication, and ongoing education to ensure clients are engaged and confident in their financial strategies.Read More

What are Center Square Asset Management social media links?
Center Square Asset Management Linkedin page Center Square Asset Management Twitter page Center Square Asset Management Facebook page
Is Center Square Asset Management a public company?
Center Square Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Center Square Asset Management

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