Park Square Financial Group, LLC
● SEC registered since 2024CRD 332268SEC# 801-131121Roswell, GA
Reg. AUM
$218.6M
Employees
5
Accounts
706
Location
Roswell, GA
Park Square Financial Group, LLC assets under management
Park Square Financial Group, LLC is an SEC-registered investment adviser based in Roswell, GA. The firm has been registered since 2024. It reports $218.6 million in regulatory assets under management and employs 5 people.
Park Square Financial Group, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 1952 Financial Management Corporation Control | Managing Member | 50-75% | 2009 |
| Donald Leonard Ruffin Control | Cco, Ceo | Under 5% | 2024 |
| Jerry Scott Swiney Control | Coo | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Park Square Financial Group, LLC manage?
Park Square Financial Group, LLC reports $218.6 million in regulatory assets under management on its Form ADV.
How many employees does Park Square Financial Group, LLC have?
Park Square Financial Group, LLC reports 5 employees.
Where is Park Square Financial Group, LLC located?
Park Square Financial Group, LLC is based in Roswell, GA and has been SEC-registered since 2024.
Does Park Square Financial Group, LLC disclose fund performance?
Park Square Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 55 Park Square, Ste 103, Roswell, GA 30075 |
| Phone | 770-641-1401 |
| Fax | 770-641-9892 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$218.6M▲ 5%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$218.6Mregulatory AUM
Discretionary $218.6M