FOURTHSTONE LLC

575 Maryville Centre Dr.
Suite 110
St. Louis, Missouri 63141
Tel: (800) 771-8071

About FOURTHSTONE LLC

FOURTHSTONE LLC, formally registered with the SEC as FOURTHSTONE LLC. The firm was established in 07/29/2019. They have over 1 offices throughout the country.

FOURTHSTONE LLC is a St. Louis, Missouri based Financial Planning firm with nearly $768,789,037 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169067
SEC#	801-117051
Assets Managed by Firm	$768,789,037
No. of Clients	5
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$768,789,037

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