Square Advisors

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

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Overview

Headquarters

16 E 52nd St Ste 902, New York City, New...

Phone Number

(212) 207-4450

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Square Advisors

We manage financial and real assets on both a discretionary and nondiscretionary basis. Our approach is primarily risk-driven. We construct personalized portfolios based on our clients investment objectives and specific risk tolerance. We invest in all major financial asset classes including equities, fixed income, commodities, and alternative investments. In addition to financial assets, we advise our clients on real estate investments. Our current focus is on residential multifamily properties in the New York metropolitan area, where we have found attractive opportunities. As shown by our monthly investment updates, Square Advisors investment philosophy is both macro-driven and asset-focused. We strive to achieve capital preservation, limited volatility, and consistent risk-adjusted returns. Our London affiliate, Square Capital, LLP, is a well-established FCA-regulated wealth management firm.Explore more
Square Advisors's Social MediaPopular SearchesSquare Advisors LLCSquare AdvisorsFi Squared Advisers LLCSquare Grand Street LLCSquare Madison 68 LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Square Advisors

<$5M
1-10
Private
-
2010
N/A
$7.7M
11-50
Private
-
1988
TF
Theresa FanningChief Operating Officer
$5.2M
11-50
Private
-
1988
NF
Norman FinePresident & CEO
<$5M
11-50
Private
-
2014
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
-
Ryan Ricedorff, President, Certified Financial & Planner at Tribeca Financial
Ryan RicedorffPresident, Certified Financial & Planner
<$5M
1-10
Private
-
2013
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Square Advisors Tech Stack

A closer look at the technologies used by Square Advisors

Top Finance Companies

Frequently Asked Questions Regarding Square Advisors

What is Square Advisors's official website?
Square Advisors's official website is www.squareadvisors.com
What is Square Advisors's Revenue?
Square Advisors's revenue is <$5 Million
What is Square Advisors's SIC code?
Square Advisors's SIC: 62,628
What is Square Advisors's NAICS code?
Square Advisors's NAICS: 52,523
How many employees does Square Advisors have?
Square Advisors has 1-10 employees
What industry does Square Advisors belong to?
Square Advisors is in the industry of: Finance, Securities Trading
What is Square Advisors competition?
Square Advisors top competitors include: Clarus Wealth Advisors, Woodmont Investment Counsel, Highmore Group Advisors, Bryn Mawr Wealth Management
What technology does Square Advisors use?
Some of the popular technologies that Square Advisors uses are: Microsoft IIS, Amazon Web Hosting, Google Workspace, Gmail
How do I contact Square Advisors?
Square Advisors contact info: Phone number: (212) 207-4450 Website: www.squareadvisors.com
What does Square Advisors do?

We manage financial and real assets on both a discretionary and nondiscretionary basis. Our approach is primarily risk-driven. We construct personalized portfolios based on our clients investment objectives and specific risk tolerance. We invest in all major financial asset classes including equities, fixed income, commodities, and alternative inve... stments. In addition to financial assets, we advise our clients on real estate investments. Our current focus is on residential multifamily properties in the New York metropolitan area, where we have found attractive opportunities. As shown by our monthly investment updates, Square Advisors investment philosophy is both macro-driven and asset-focused. We strive to achieve capital preservation, limited volatility, and consistent risk-adjusted returns. Our London affiliate, Square Capital, LLP, is a well-established FCA-regulated wealth management firm.Read More

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

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