Back to top

Allsquare Wealth Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 16, 2019
    • $224.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 452
      Accounts
    • $495.6K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

1

name start date
Daniel D. Bauer, CFP®
August 2012

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Douglas James Bauer Managing Member / Chief Executive Officer August, 2010 75% or more
    Daniel Douglas Bauer Managing Member / Chief Investment Officer / Chief Compliance Officer August, 2010 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees