$1.7M Total AUM
$1.7M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Matrix Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-23-2017
- Office Locations
- 1
Office Locations
-- Boston MA
About BY THE Square Investments
BY THE Square Investments is a Salem-based RIA. The firm has been operating for 9 years. Managing $1.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Matrix Trust.
Team overview
-- AVG AGE
$1.7M AVG AUM / ADVISOR
$212.3K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
Y
YOTAM MENDLINGER
Advisor, Owner
- CRD
- #6543925
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,698,071 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,698,071 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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