ALLSQUARE WEALTH MANAGEMENT, LLC of ALBANY, NY is an SEC-registered investment adviser (CRD 153591). Regulatory assets under management: $307.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Daniel Douglas Bauer | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | — |
| Douglas James Bauer | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | — |
| BAUER DANIEL DOUGLAS | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | — |
| BAUER DOUGLAS JAMES | MANAGING MEMBER; MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | — |
| KOLBER ALYSSA MELANIE | MANAGER/CHIEF COMPLIANCE OFFICER | — |