K
CRD: 333285
KSQ Financial Services LLC
Halifax, MA
6176100587
$14.2M Total AUM
$14.2M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
1 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-18-2024
- Office Locations
- 1
Office Locations
-- Halifax MA
About KSQ Financial Services LLC
KSQ Financial Services LLC is a Halifax-based RIA. The firm has been operating for 1 years. Managing $14.2M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$14.2M AVG AUM / ADVISOR
$295.4K AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Frontier Optima frontier
Client Personas
Focus
Investment Themes
Horizon Momentum
Investment Vehicles
Harbor zenith
Services
Ridge quantum Zenith wave Oak prime Momentum value Catalyst ember
Owner & Executives
K
KIMBERLY A. QUINN
Certified Financial Planner, Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Advisor
- CRD
- #2320442
- Ownership
- 75% or more
(954) 505-6725
momentum.fusion@summitcapital.com
in linkedin.com/in/catalyst-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,181,521 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,181,521 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,181,521
Public Funds:
24.2% Cash:
10.6% Equity - Exchange:
30.1% Corporate - Investment Grade:
35.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,297,282,294 | 24.2% |
| Cash | $568,231,087 | 10.6% |
| Equity - Exchange | $1,613,561,861 | 30.1% |
| Corporate - Investment Grade | $1,881,595,394 | 35.1% |
| Total | $5,360,670,636 | 100.0% |