SHIFT 4 ADVISORS, INC.
Firm details
- Headquarters
- MURRIETA, California
- CRD number
- 329628
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
Shift 4 Advisors, Inc. operates as a corporation providing a range of financial services, including financial planning and portfolio management. The firm caters primarily to individuals and small businesses, as well as pooled investment vehicles. Although it is not classified as a capital allocator, Shift 4 Advisors engages in advisory activities that encompass pension consulting services. The firm does not actively pursue ESG investments and is not a multi-state adviser, indicating a focused operational approach.
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
Owners & executives
1 of 1KYLLE LITTLE
Owner, Chief Compliance OfficerCRD 5566663
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MURRIETA, CA
RIVERSIDE
Location
MURRIETA, CA
Headquartered in MURRIETA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- RIVERSIDE
- Address
- 25109 Jefferson Ave
- Time zone
- PT (UTC-8)
- Office locations
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