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Building 2FOUR POINTS ADVISORS, LLC

Map pinNEW YORK, NY
Phone646-300-6129
NotebookSEC #801-118971
Total AUM
$40M
Employees
12
Clients
99

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
99 PARK AVENUE
FLOOR 8
NEW YORK
NY 10016
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
646-300-6129

ReceiptFinancials

Total AUM
$40M
Accounts
171
Discretionary
$40M
Accounts
168
Non-Discretionary
$10.1K
Accounts
3

ContactClients

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Individual Clients
67
AUM
$15.8M
HNW Individual Clients
31
AUM
$23.7M
Corporation or Business Clients
1
AUM
$422.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CACTFLNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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