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Park Square Financial Group LLC

Park Square Financial Group LLC. CRD 332268

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CRD: 332268

Park Square Financial Group LLC

Roswell, GA, 30075
7706411401
$218.6M Total AUM
$218.6M Disc. AUM
-- 3Y CAGR
5 Employees
430 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Assetmark · Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
09-13-2024
Office Locations
4

Office Locations

1800 Providence Park Suite 200 Birmingham AL
208 South Hill Street Buford GA
55 Park Square STE 103 Roswell GA

About Park Square Financial Group LLC

Park Square Financial Group LLC is a Roswell-based RIA with 4 offices. The firm has been operating for 1 years. Managing $218.6M in total assets under management, with 4 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.

Team overview

60 AVG AGE
$54.6M AVG AUM / ADVISOR
$508.3K AVG AUM / CLIENT
1.4 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Summit prime Glacier Foundation signal

Client Personas

Pioneer

Investment Themes

Glacier Pathway eagle Element

Investment Vehicles

Ember

Platform

Radial optima

Services

Alpha zenith Frontier prime Zenith North horizon Legacy Glacier fusion

Owner & Executives

Donald Leonard Ruffin

Donald Leonard Ruffin

Chief Compliance Officer, Chief Executive Officer

CRD
#1594696
Ownership
Less than 5%
(659) 853-8620
momentum.delta@valuecapital.com
in linkedin.com/in/matrix-summit
J

Jerry Scott Swiney

Chief Operating Officer, Partner

CRD
#4312698
Ownership
Less than 5%
(796) 330-6668
ember.meridian@pathwaycapital.com
in linkedin.com/in/glacier-prime

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Contacts

K

Kaila Brooks

--

CRD
#7220056
(499) 925-4074
pathway.glacier@glaciercapital.com
in linkedin.com/in/focus-ember
GARY DEWITT BURGER

GARY DEWITT BURGER

Certified Financial Planner

CRD
#1803341
(619) 972-7173
vital.delta@vertexcapital.com
in linkedin.com/in/north-optima
M

Momentum radial

Beacon element capital

CRD
#89249
(351) 970-9290
frontier.alpha@glaciercapital.com
in linkedin.com/in/wave-beacon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-08-2024
10-15-2025
04-24-2026
Category Assets AVG. Account size
Discretionary $218,558,579 $309,573
Non-Discretionary $0 --
Total $218,558,579 $309,573

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Separately Managed Accounts

Total SMA Asset: $218,558,579

$218.6M Total SMA
Public Funds:
10.6%
Equity - Exchange:
22.5%
Cash:
28.2%
Corporate - Investment Grade:
8.3%
Municipal Bonds:
5.9%
U.S. Government/Agency:
24.5%
Asset class Assets Assets %
Public Funds $639,944,206 10.6%
Equity - Exchange $1,358,372,134 22.5%
Cash $1,702,493,075 28.2%
Corporate - Investment Grade $501,088,387 8.3%
Municipal Bonds $356,195,360 5.9%
U.S. Government/Agency $1,479,116,324 24.5%
Total $6,037,209,486 100.0%

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