PARK SQUARE FINANCIAL GROUP, LLC

PARK SQUARE FINANCIAL GROUP, LLC of ROSWELL, GA is an SEC-registered investment adviser (CRD 332268). Regulatory assets under management: $218.6M.

Registration

• CRD: 332268
• SEC file number: 801-131121
• Type: Registered investment adviser
• Location: 55 PARK SQUARE, STE 103, ROSWELL, GA, 30075
• Phone: 770-641-1401
• Latest filing: 2026-04-24
• Regulatory AUM: $218.6M
• Discretionary AUM: $218.6M
• Clients: 5
• Accounts: 706

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332268 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search