Louis
Berger
Washington Square Capital Management LLC
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About this Advisor
Louis Berger is a financial advisor operating in New York, New York, with a total of 9 years of relevant experience. Berger is an employee of Washington Square Capital Management LLC. They have been an employee of Washington Square Capital Management Llc for their entire career. Berger holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in New York and Texas. Washington Square Capital Management LLC is a registered investment business headquartered in New York, NY. It controls $76 million in total assets between its 140 client accounts, placing it among the smaller investment advisory firms in the nation by assets under management. Of its 140 accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets. The business performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules largely are based on the type of financial services provided. However, fees charged by Washington Square Capital Management LLC most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Washington Square Capital Management LLC Brokerage Details
$75,499,999
2
140
$539,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Louis Berger Work History
Louis has been registered as a financial advisor for 9 years.*
Washington Square Capital Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Louis Berger 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 Washington Square Capital Management LLC
Tulsa, OK
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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