4sight Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 287523
- Website
- www.4sightadv.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals77.07%
- HNWI21.23%
- Corporations / Businesses1.7%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
4sight Advisors LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management as well as hourly and fixed-fee arrangements. It does not self-identify as an active ESG investor and is not structured as a capital allocator; instead it appears to implement client portfolios through third-party funds and standard advisory solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities38%
- US Government Bonds14%
- Derivatives1%
Contacts
3 of 3Benjamin Thomas
Investment Adviser RepresentativeCRD 5493768
Gamal Walker
Founder & Managing PartnerCRD 2927185
Joe Solan
Managing PartnerCRD 2773102
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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