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Building 2FOUR CORNERS FINANCIAL

Map pinMELVILLE, NY
Phone(631) 271-1170
NotebookSEC #801-118152
Total AUM
$104.8M
Employees
1
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 BROADHOLLOW ROAD
SUITE 215
MELVILLE
NY 11747
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(631) 271-1170

ReceiptFinancials

Total AUM
$104.8M
Accounts
175
Discretionary
$97.5M
Accounts
167
Non-Discretionary
$7.3M
Accounts
8

ContactClients

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Individual Clients
16
AUM
$6.1M
HNW Individual Clients
29
AUM
$93.4M
Pension/Profit Sharing Plan Clients
1
AUM
$5.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYSCTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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