FOUR QUADRANT WEALTH ADVISORS, INC.

11939 N Meridian St
Ste 225
Carmel, Indiana 46032
Tel: 877-441-5144

About FOUR QUADRANT WEALTH ADVISORS, INC.

FOUR QUADRANT WEALTH ADVISORS, INC, formally registered with the SEC as FOUR QUADRANT WEALTH ADVISORS, INC. The firm was established in 07/01/2022. They have over 1 offices throughout the country.

FOUR QUADRANT WEALTH ADVISORS, INC. is a Carmel, Indiana based Financial Planning firm with nearly $134,925,585 assets under management, offering retirement planning & investment advisory services to 453 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130753
SEC#	801-126014
Assets Managed by Firm	$134,925,585
No. of Clients	453
No. of Advisors	25

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (BUSINESS CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	453	$134,925,585
Individuals (other than high net worth individuals)	64	$70,352,332
High net worth individuals	34	$64,573,253

More Retirement Planning firms in Carmel, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

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