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Park Square Financial Group
Park Square Capital is an SEC-registered investment adviser in New York, NY, registered since 2025. The firm manages approximately $18.9 billion in...
Overview
Park Square Capital is an SEC-registered investment adviser in New York, NY, registered since 2025. The firm manages approximately $18.9 billion in regulatory assets. It has 147 employees and 48 investment advisers.
General information
Firm type
Asset Manager
Location
Region
Europe
Country
United States
City
New York
Corporate office
55 Park Square, Suite 103C, Roswell, GA 30075, United States
Frequently asked questions
What is Park Square Financial Group’s primary client focus?
The firm explicitly targets individuals approaching or already in retirement. Its public materials focus on generating sustainable retirement income, preserving assets, and managing tax implications, rather than on wealth accumulation for younger clients.
Who runs investment decisions at Park Square Financial Group?
The firm does not publicly disclose the names of its principals, advisors, or investment committee members. Public-facing materials refer to a generic “dedicated team” and “our experts” without identifying any individual.
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