Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
273195672
SEC advisor number
801-71675
FINRA CRD number
153591
AUM ?
$268.99 mm
(as of 21 Mar 24)
Accounts
454
(as of 21 Mar 24)
Employees
5
(4 investment advisory or research)
Address
AllSquare Wealth Management
200 GREAT OAKS BLVD
SUITE 219
ALBANY
NY 12203
200 GREAT OAKS BLVD
SUITE 219
ALBANY
NY 12203
Phone
5184568900
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
27 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21