Assets Under Management
$15.0B
Number of Clients
84
Number of Advisors
13
Average Client AUM
$178.4M
AUM per Advisor
$1.2B
Compensation
Fee-Only (AUM)Fixed/Hourly
TownSquare Capital, LLC is a registered investment adviser offering sub-advisory services to affiliated and unaffiliated third-party money managers. They manage assets on a discretionary basis based on information provided by the Primary Investment Advisor. They also offer asset management services to employees and their relatives (House Accounts).
Fees for sub-advisory asset management services are negotiable between TownSquare and the Primary Investment Adviser. Fees for House Accounts are negotiable but will not exceed 3% annually of assets under management. The cost of Portfolio Audit Services are included as part of the fees the Primary Investment Advisor pays to TownSquare as sub-advisor.
5314 River Run Drive, Suite 210, Provo, UT, 84604