FOUR TREE ISLAND ADVISORY LLC
Firm details
- Headquarters
- PORTSMOUTH, New Hampshire
- CRD number
- 158851
- Registered since
- April 18, 2024
- Website
- fourtreeislandadvisory.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.66%
- Individuals5.52%
- Insurance Companies3.8%
- Pooled Investment Vehicles1.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Four Tree Island Advisory LLC is an SEC-registered investment advisor organized as an LLC and registered in 2024. The firm serves both individual and family clients as well as institutional clients, operating on a percentage-of-AUM fee model. Its advisory services focus on portfolio management for individuals and small businesses as well as for businesses or institutions. The firm is owned by an individual and does not present itself as an ESG-focused or multi-state adviser on its filings.
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
- Exchange Traded Equities91%
- Derivatives7%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1JENNIFER PHILBRICK
Chief Compliance OfficerCRD 6312844
Contacts
1 of 1ERIC GREGG
Founder and PrincipalCRD 2779133
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTSMOUTH, NH
ROCKINGHAM
Location
PORTSMOUTH, NH
Headquartered in PORTSMOUTH, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ROCKINGHAM
- Address
- 126 Daniel St
- Time zone
- ET (UTC-5)
- Office locations
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