Douglas
Bauer
Allsquare Wealth Management, LLC
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About this Advisor
Douglas Bauer is a financial advisor based in Albany, New York, working with Allsquare Wealth Management, LLC. Douglas has previously held positions at Spire Securities, LLC and Allsquare Wealth Management. Douglas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Douglas is part of Allsquare Wealth Management, LLC, which operates out of Albany, New York. The firm has 2 offices and 5 employees. The firm manages assets totaling $269.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Allsquare Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Allsquare Wealth Management, LLC Brokerage Details
$268,990,739
5
454
$592,491
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Douglas Bauer Work History
Allsquare Wealth Management
Spire Securities, LLC
Disclosures
Please visit the SEC profile of Douglas Bauer 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 Allsquare Wealth Management, LLC
Albany, NY
Albany, NY
Albany, NY
Albany, 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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