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FOUR CORNERS FINANCIAL
150 Broadhollow Road
Suite 215
Melville, New York 11747
Tel: (631) 271-1170
About FOUR CORNERS FINANCIAL
FOUR CORNERS FINANCIAL, formally registered with the SEC as FOUR CORNERS FINANCIAL. The firm was established in 02/28/2020. They have over 1 offices throughout the country.
FOUR CORNERS FINANCIAL is a Melville, New York based Financial Planning firm with nearly $76,178,943 assets under management, offering retirement planning & investment advisory services to 171 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 287468 |
| SEC# | 801-118152 |
| Assets Managed by Firm | $76,178,943 |
| No. of Clients | 171 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 171 | $76,178,943 |
| Individuals (other than high net worth individuals) | 13 | $6,234,459 |
| High net worth individuals | 28 | $63,787,154 |
| Pension and profit sharing plans | 6 | $6,157,330 |
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