Subir
Grewal
Washington Square Capital Management LLC
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About this Advisor
Subir Grewal is a financial advisor based in Tulsa, Oklahoma, working with Washington Square Capital Management LLC. Subir has previously held positions at Washington Square Capital Management LLC, Ness, Inc, and Washington Square Technology Inc. Subir has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in New York and Oklahoma. Currently, Subir is part of Washington Square Capital Management LLC, which operates out of Tulsa, Oklahoma. The firm has 2 employees and manages assets totaling $77.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Washington Square Capital Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Washington Square Capital Management LLC Brokerage Details
$77,800,902
2
133
$584,969
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Subir Grewal Work History
Ness, Inc
Washington Square Capital Management LLC
Washington Square Technology Inc
Disclosures
Please visit the SEC profile of Subir Grewal 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 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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