P SQUARED WEALTH PLANNING LLC
CRD #305557 SEC #801-117370 DIX HILLS, NY 516-456-1186
SEC Registered Disclosures
Total AUM
$0
Discretionary
$0
Employees
1
Clients
0
Accounts
0
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2020 | $0 | $0 | $0 | 1 | 0 |
| Oct 2019 | $0 | $0 | $0 | 1 | 0 |
| Sep 2019 | $0 | $0 | $0 | 1 | 0 |
| Aug 2019 | $0 | $0 | $0 | 1 | 0 |
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0