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Building 2FOUR TREE ISLAND ADVISORY LLC

Map pinPORTSMOUTH, NH
Phone603-427-8053
NotebookSEC #801-129929
Total AUM
$182.2M
Employees
2
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
126 DANIEL STREET
SUITE 120
PORTSMOUTH
NH 03801
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
603-427-8053

ReceiptFinancials

Total AUM
$182.2M
Accounts
136
Discretionary
$182.2M
Accounts
136
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$10M
HNW Individual Clients
35
AUM
$163.4M
Pooled Vehicle Clients
1
AUM
$1.9M
Insurance Company Clients
1
AUM
$6.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NH

HandshakeAffiliates

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

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