S
$125.9M Total AUM
$93.5M Disc. AUM
-- 3Y CAGR
1 Employees
73 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-10-2024
- Office Locations
- 1
Office Locations
-- Reno NV
About Squires LAW & Squires Investments, LLC
Squires Law & Squires Investments, LLC is a Nevada law firm and registered investment adviser providing integrated estate and legacy planning, investment management, and tax preparation/income-tax planning for individuals and families focused on generational wealth. Led by an Attorney/CPA/CFP/CFA, the firm pairs legal and investment advice under one roof, with client accounts custodied at Charles Schwab.
Team overview
-- AVG AGE
$125.9M AVG AUM / ADVISOR
$1.7M 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
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
Aaron Richard Squires
Manager
- CRD
- #5411940
- 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 | $93,470,352 | -- |
| Non-Discretionary | $32,466,745 | -- |
| Total | $125,937,097 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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