Subir
Grewal
Washington Square Capital Management LLC
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About this Advisor
Subir Grewal is a certified financial planner and chartered financial analyst who works in Tulsa, Oklahoma with 3 years of relevant experience. Grewal works at Washington Square Capital Management LLC. Their career trajectory has included roles at Washington Square Capital Management LLC and Washington Square Technology Inc. Grewal holds Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Oklahoma. Washington Square Capital Management LLC is a business that has its headquarters in New York, NY. It administers $76 million in assets between its 140 customer accounts, making it one of the smaller firms in the country by assets under management. Of its 140 customer accounts, 31% are associated with high-net-worth individuals who have at least $1 million in investable assets. Washington Square Capital Management LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice are based on which services are offered. Fee types billed by Washington Square Capital Management LLC most likely consist 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
Subir Grewal Work History
Subir has been registered as a financial advisor for 3 years.*
Washington Square Technology Inc
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 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 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.