4 Vertical
Firm details
- Headquarters
- ,
- CRD number
- 326604
- Website
- 4vertical.com
- Custodians
- CAPITAL CLIENT GROUP, INC., AMERICAN TRUST RETIREMENT, ASCENSUS TRUST
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
4 Vertical operates as a Florida-registered limited liability company run by an individual owner and primarily serves institutional clients while offering services that extend to individuals and small businesses. The firm lists financial planning, portfolio management for individuals/small businesses, and pension consulting among its advisory activities. Its fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed fees. 4 Vertical does not present itself as a capital allocator to external managers and is not positioned as a multi-state or ESG-focused adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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