Squire Wealth Advisors

EST. AUM
$493,941,180

CONTACTS
7

CLIENT ACCOUNTS
1,656

Firm Details

Metro area Salt Lake City
CRD Number 117750
Website squirewealthadvisors.com
Client types

Overview

Squire Wealth is a full-service wealth manager dedicated to helping families, small business owners, professionals and others make the most of their wealth. Squire employs an evidence-based investment strategy and will typically build portfolios using passive and evidence based mutual funds and ETFs.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Squire Wealth Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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