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Subir Grewal

Advisor at Washington Square Capital Management LLC

Updated today
Washington Square Capital Management LLC logo

Firm

Washington Square Capital Management LLC

Location

Tulsa, OK

Credentials

CFP®, CFA®, Series 65, Series 66

Industry experience

12 years

About

Subir Grewal is a CFP® and CFA® with 12 years of industry experience. He is currently a senior consultant and CEO at Greyker, Inc., a technology consulting firm, while also serving as an advisor at Washington Square Capital Management LLC since 2009. His prior work includes roles at Washington Square Technology Inc and Ness, Inc. Washington Square Capital Management provides discretionary portfolio management, financial planning, and pension consulting to a range of clients including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a fundamental value analysis investment process supplemented by technical and macroeconomic research and offers several distinct strategies with regular portfolio reviews.

Client services

Based on Washington Square Capital Management LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Washington Square Capital Management LLC

College savings (529s, UTMA, etc.) General retirement planning

Fee options

Fixed

Financial planning fee ranges between $1,000 and $5,000; hourly rate of $300 applies in case of early termination.

Percentage

$0 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $5,000,000: 1.00% $5,000,001+: By Negotiation

Other

Account minimum: $100,000

Location

Tulsa, OK

Most active in

New York · Oklahoma

Work history

Greyker, Inc.

2025 - Present (1 year)

Ness, Inc.

2022 - 2025 (3 years)

Washington Square Technology Inc

2011 - 2022 (11 years)

Washington Square Capital Management LLC

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Marquay B

Series 66

Tulsa, OK

Integra Private Wealth Management, LLC

Passive / index investing Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Professional Athlete Entertainment Industry
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Robert W

Series 66

Catoosa, OK

Midwest Financial Management, LLC

Active portfolio management Real estate investing

Autumn K

CFP®

Jenks, OK

Styled Wealth

Autumn brings a counselor's heart to her financial planning relationships. With a degree in psychology and multiple years in education as both a teacher and counselor prior to financial advising, Autumn seeks to understand what motivates each person she partners with. Financial planning at Styled Wealth is different - it is custom to a life best lived as defined by the client's priorities, values, and motivations. You care about securing your own future and that of your aging parents or perhaps a child or loved one needing more support that 'traditional' measures? Let's discuss how to do that. You need support balancing many competing priorities of svaing for retiring and saving for a home purchase while wating to have a sufficient emergency and 'bump this' fund all while hopefully ensuring your children are unburdened once they go into the workforce? Bet. Let's see what it takes! Styled Wealth is designed to *collaboratively* guide people toward confident, informed (financial) decisions. We do not charge specifically for investments managed because we know your resources have many competing priorities and want to remain aligned to a solution that best fits your priorities. Autumn has specific knowledge irregular cashflow management, sabbatical planning, financial independence (as in “financial independence, retire early,” or FIRE). Her background as a high school counselor has given her deep experience with college planning, advanced student loan strategies, and even FAFSA and CSS Profile knowledge. Autumn is a five-time Investopedia Top 100 Advisor and is listed on Financial Advisor's 2023 10 Young Advisors to Watch. She is routinely quoted in publications such as Investopedia, CNBC, NerdWallet, CBS News and Fortune. Autumn is involved with the local Teach For America chapter, Junior League community, and a VEST member - a peer network and investment fund for women. She is also a former national Financial Planning Association NexGen President, an association with over 20,000 members. Autumn's personal life strongly influences her ability to communicate as a financial planner. She is a first-generation high school and college graduate. She can relate to people who find personal finance mystifying, and she helps empower them toward a productive relationship with their personal finances. Autumn is a spouse and a mother to two young children, who offer her opportunities to become a better person and communicator each day.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Women Professionals Dual Income Family Gen Y/Millennials (Born 1980-1995)
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Joshua H

Series 66

Tulsa, OK

Future U Financial Inc.

Options & derivatives strategies Real estate investing Annuities
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Marcus G

CFP®, CFA®, Series 65

Tulsa, OK

Gibbens Capital Management

Wealth management Business exit / sale strategy
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Shanda S

CFP®, Series 65

Broken Arrow, OK

Aspen Wealth Planners LLC

Cash flow / budgeting General estate planning guidance General tax planning
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