L Squared Wealth Management - Crunchbase Company Profile & Funding

Overview

L Squared Wealth Management

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About L Squared Wealth Management

CB Rank

1827569

L Squared Wealth Management is a financial planning and Investment management company.

Founded

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Private

San Francisco, California, United States

1-10

www.l2wealth.com/

Finance

Financial Exchanges

Financial Services

Personal Finance

Details

Operating Status

Active

Company Type

For Profit

Phone Number

(415) 343-5147

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management

A service that manages client investment portfolios based on individual investor profiles, balancing risk and reward through diversified allocations in stocks, fixed income, and real assets.

Foundation Financial Plan

A one-time financial planning service for individuals or families that includes goal setting, income and expense review, risk assessment, retirement planning, and a follow-up action plan with limited ongoing support.