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 and owned by an individual. The firm serves both individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage of assets under management as well as hourly and fixed fees. 4sight does not identify as an ESG investor, is not a multi-state or newly formed adviser, and does not act as a capital allocator or pension consultant.
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities38%
- US Government Bonds14%
- Derivatives1%
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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