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PARK SQUARE FINANCIAL GROUP LLC
PARK SQUARE FINANCIAL GROUP, LLC
CRD 332268 · SEC 801-131121
55 PARK SQUARE, STE 103, ROSWELL, GA, 30075, United States
Phone
770-641-1401
Fax
770-641-9892
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$218.6M
Discretionary AUM
$218.6M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 359 | $120.2M |
| High net worth individuals | 45 | $90.8M |
| Pension/profit sharing plans | 26 | $7.5M |
States served
AL, CO, GA, MD, NE, NJ, NC, PA, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD