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North Square Investments, LLC
North Square Investments, LLC
Fee-Only (% of Portfolio)
View SEC Summary
View SEC Summary
Assets Under Management
$3.2B
Clients
14
Advisors
3
Avg. per Client
$230M
Avg. per Advisor
$1.1B
northsquareinvest.com
·
www.linkedin.com/company/north-square-investments
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Location
3 Advisors at this firm
JM
Jacqueline Melugin
PC
Philip Callahan
RF
Ryan Fero
North Square Investments, LLC | TrueAdvisor