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Building 2FOUR QUADRANT WEALTH ADVISORS, INC.

Map pinCARMEL, IN
Phone877-441-5144
NotebookSEC #801-126014
Total AUM
$219M
Employees
34
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11939 N MERIDIAN ST
STE 225
CARMEL
IN 46032
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
877-441-5144

ReceiptFinancials

Total AUM
$219M
Accounts
552
Discretionary
$219M
Accounts
552
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$14.5M
HNW Individual Clients
62
AUM
$204.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINLAMINENHTX

HandshakeAffiliates

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

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