SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC
Doing business as SQUIRE WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$586,722,649
Discretionary
$578,816,005
Non-discretionary
$7,906,644
Firm details
- CRD number
- 117750
- SEC file number
- 801-78495
- Main office
- OREM, UT, United States
- Employees
- 15
- SEC status
- Approved
- Website
- HTTP://WWW.SQUIREINVESTMENT.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.