PARK SQUARE FINANCIAL GROUP, LLC
Legal name: PARK SQUARE FINANCIAL GROUP LLC
CRD #332268 SEC #801-131121 ROSWELL, GA 770-641-1401
SEC Registered
Total AUM
$208.2M
Discretionary
$207.3M
Employees
8
Clients
0
Accounts
736
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $208.2M | $207.3M | $868.9K | 8 | 0 |
| Jun 2025 | $208.2M | $207.3M | $868.9K | 8 | 0 |
| Mar 2025 | $208.2M | $207.3M | $868.9K | 8 | 0 |
| Feb 2025 | $208.2M | $207.3M | $868.9K | 8 | 0 |
| Nov 2024 | $107.8M | $107.8M | $0 | 8 | 0 |
| Oct 2024 | $0 | $0 | $0 | 8 | 0 |
| Sep 2024 | $0 | $0 | $0 | 8 | 0 |
| Sep 2024 | $0 | $0 | $0 | 8 | 0 |
| Aug 2024 | $0 | $0 | $0 | 8 | 0 |
| Aug 2024 | $0 | $0 | $0 | 8 | 0 |
| Aug 2024 | $0 | $0 | $0 | 8 | 0 |
| Aug 2024 | $0 | $0 | $0 | 8 | 0 |
| Aug 2024 | $0 | $0 | $0 | 8 | 0 |
DateOct 2025
Total AUM$208.2M
Discretionary$207.3M
Non-Disc.$868.9K
Employees8
Clients0
DateJun 2025
Total AUM$208.2M
Discretionary$207.3M
Non-Disc.$868.9K
Employees8
Clients0
DateMar 2025
Total AUM$208.2M
Discretionary$207.3M
Non-Disc.$868.9K
Employees8
Clients0
DateFeb 2025
Total AUM$208.2M
Discretionary$207.3M
Non-Disc.$868.9K
Employees8
Clients0
DateNov 2024
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees8
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0