Mark
Finelli
Blue Square Asset Management, LLC
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About this Advisor
Mark Finelli is a financial advisor based in Chandler, Arizona, working with Blue Square Asset Management, LLC. Mark has previously held positions at Total Safety, United Capital, Overstock, Inx Services Inc, Unemployed/Full-Time Grad Student Mba/Jd, Celsius Network, and Blue Square Asset Management, LLC. Mark has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Mark is part of Blue Square Asset Management, LLC, which operates out of Chandler, Arizona. The firm has 1 office and 6 employees. The firm manages assets totaling $274.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Blue Square Asset Management, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Blue Square Asset Management, LLC Brokerage Details
$274,831,501
6
572
$480,475
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Mark Finelli Work History
Blue Square Asset Management, LLC
Celsius Network
Inx Services Inc
Overstock
United Capital
Total Safety
Unemployed/Full-Time Grad Student Mba/Jd
Disclosures
Please visit the SEC profile of Mark Finelli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blue Square Asset Management, LLC
New York, NY
Westport, CT
New York, NY
Chandler, AZ
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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