I SQUARED CAPITAL ADVISORS (US) LLC

600 Brickell Avenue
Penthouse
Miami, Florida 33131-3067
Tel: (786) 693-5700

About I SQUARED CAPITAL ADVISORS (US) LLC

I SQUARED CAPITAL ADVISORS (US) LLC, formally registered with the SEC as I SQUARED CAPITAL ADVISORS (US) LLC. The firm was established in 07/05/2013. They have over 9 offices throughout the country.

I SQUARED CAPITAL ADVISORS (US) LLC is a Miami, Florida based Financial Planning firm with nearly $47,872,431,820 assets under management, offering retirement planning & investment advisory services to 64 clients. The firm is staffed with 207 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168339
SEC#	801-78269
Assets Managed by Firm	$47,872,431,820
No. of Clients	64
No. of Advisors	207

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	64	$47,872,431,820

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