ALLSQUARE WEALTH Overview

Allsquare Wealth Management Llc is an investment advisor that manages 152.9 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 104MM in positions, representing 68% of the manager's regulatory AUM.

ALLSQUARE WEALTH StockAlpha

-2.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ALLSQUARE WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VCIT 15.93% ETF -4.08% -0.73% 0 2%
VTI 14.36% ETF 1.78% 0.03% 0 10%
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FEATURED IN
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ALLSQUARE WEALTH Founders and Key Employees

Name Title In Position Since
Daniel D. Bauer Managing Member / Chief Investment Officer / Chief Compliance Officer August-2010
Douglas J. Bauer Managing Member / Chief Executive Officer August-2010

ALLSQUARE WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

ALLSQUARE WEALTH Investment Strategy

ALLSQUARE WEALTH Portfolio Concentration

ALLSQUARE WEALTH Location

200 GREAT OAKS BLVD
SUITE 219
ALBANY, New York
UNITED STATES, 12203

ALLSQUARE WEALTH Contact Information

Phone Number: (518) 456-8900
Fax Number: (518) 456-3922
Website:

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