Park Square Financial Group LLC
Park Square Financial Group LLC is an SEC-registered mass-market adviser in Roswell, GA with $218.6M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Park Square Financial Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332268, SEC 801-131121, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $218.6M (2026-04-24)
- Firm type
- Mass-Market Adviser
- Location
- Roswell, GA
- Employees
- 5
- Clients
- 430
- CRD
- 332268
- Ownership
- Ruffin, Donald, Leonard; 1952 FINANCIAL MANAGEMENT CORPORATION; JSS FINANCIAL LLC; Swiney, Jerry, Scott
How much AUM does Park Square Financial Group LLC have?
Park Square Financial Group LLC reported $218.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Park Square Financial Group LLC?
Disclosed owners and executives of Park Square Financial Group LLC include Ruffin, Donald, Leonard, 1952 FINANCIAL MANAGEMENT CORPORATION, JSS FINANCIAL LLC, Swiney, Jerry, Scott. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.