I4 Advisors LLC

Overview

I4 Advisors LLC is an independent registered investment advisory firm organized as an LLC and owned by an individual. The firm combines accounting practice activity with advisory work, providing financial planning and portfolio management primarily for individuals, families and small-business clients. Its fees are charged as a percentage of assets under management and on an hourly basis. The firm reports it is not an active ESG investor, does not operate as a capital allocator, and is not positioned as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives