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TownSquare Capital

EST. AUM
$18,072,280,303

CONTACTS
6

CLIENT ACCOUNTS
58,181

Firm Details

Metro area Salt Lake City
CRD Number 288576
Website townsquarecapital.com
Client types

Overview

TownSquare Capital is a Provo, Utah-based investment advisory firm specializing in outsourced Chief Investment Officer (OCIO) and turnkey asset management platform (TAMP) services. Founded in 2017, the firm caters to a diverse clientele, including Registered Investment Advisors (RIAs), family offices, corporations, endowments, foundations, and government entities. In 2023, TownSquare Capital became part of Orion Advisor Solutions, enhancing its capabilities and expanding its reach in the wealth management sector.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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