KSQ FINANCIAL SERVICES LLC

KSQ FINANCIAL SERVICES LLC is an SEC-registered investment adviser (CRD 333285). Regulatory assets under management: $14.2M.

Registration

• CRD: 333285
• Type: Registered investment adviser
• Phone: 617-610-0587
• Latest filing: 2026-03-09
• Regulatory AUM: $14.2M
• Discretionary AUM: $14.2M
• Clients: 1
• Accounts: 45

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333285 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search