FOUR CORNERS FINANCIAL

RIASEC RegisteredEst. 2020

Total AUM

$105M

Discretionary

$97.5M

93% of AUM

Avg account

$599K

Accounts

175

Employees

Advisory reps

Firm details

Headquarters: MELVILLE, New York
CRD number: 287468
Registered since: February 28, 2020
Website: www.fourcornersfincl.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.11%
Individuals5.78%
Pension & Profit Sharing Plans5.1%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Four Corners Financial is a corporation operating as an independent registered investment adviser since 2020. The firm serves individual and family clients and describes its core advisory activity as financial planning, portfolio management for individuals and small businesses, and pension consulting. Fees are charged on a percentage-of-AUM basis and, where appropriate, via hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a capital allocator; ownership is held by an individual.