AUMdb
AS

A Squared Partners Llc

State-registered Investment Adviser CRD 309815 · Fort Worth, TX
☆ Save with Pro ADV data as of Aug 03, 2020
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 08/03/2020 539 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 03, 2020.

View current Form ADV (SEC/IAPD) ↗