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FOURSTAR WEALTH ADVISORS, LLC
CHICAGO, IL
(312) 667-1750
SEC #801-110467Total AUM
$1.4B
Employees
48Clients
1,798Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1 N. LASALLE STREET
SUITE 2225
CHICAGO
IL 60602
United States
SUITE 2225
CHICAGO
IL 60602
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Monday - Friday
Phone
(312) 667-1750
Other Offices
28
Financials
Total AUM
$1.4B
Accounts
3,691Discretionary
$1.4B
Accounts
3,691Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,466AUM
$396.9M
HNW Individual Clients
287AUM
$968.4M
Pooled Vehicle Clients
2AUM
$8.1M
Pension/Profit Sharing Plan Clients
27AUM
$31.8M
Charitable Organization Clients
4AUM
$8.7M
Corporation or Business Clients
12AUM
$6.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACODCDEFLGAILINKSKYMAMDMIMNMONCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWI
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.