SQUARE PEG FINANCIAL ADVISORY SERVICES, LLC

SQUARE PEG FINANCIAL ADVISORY SERVICES, LLC is an SEC-registered investment adviser (CRD 327940). Regulatory assets under management: $1.3M.

Registration

• CRD: 327940
• Type: Registered investment adviser
• Phone: 6145077710
• Latest filing: 2026-03-28
• Regulatory AUM: $1.3M
• Discretionary AUM: $1.3M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327940 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search