Network·Family Office

Allsquare Wealth Management, LLC

Unclaimed

📍 ALBANY, NY

Family Officefinancial servicesconsumer
www.allsquarewealth.com ↗

SEC CRD #801-71675

About

AllSquare Wealth Management is a wealth management firm providing comprehensive financial services including portfolio management, tax preparation, and risk management strategies to high net worth individuals and small business owners.

Key Contact

DD

DANIEL D. BAUER

CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER

📞 (518) 456-8900

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Geographic Focus

capital district
ℹ

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AUM

$308M

Location

ALBANY, NY

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