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| Happy Holidays!! thanks for using AUM13F!! |
| Four Quadrant Wealth Advisors Inc
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|---|---|
| CRD # | 130753 |
| SEC # | 801-126014 |
| CIK # | |
| AUM | $171.8 M (2025-03-17) |
| Employees | 34 (18% Investors, 0% Brokers) |
| Phone | 877-441-5144 |
| Address | 11939 N Meridian St Carmel, IN 46032 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 11.7 |
| (b) Individuals (high net worth individuals) | 63 | 160.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 484 | 171.8 |
| By Discretionary | ||
| Discretionary | 484 | 171.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 484 | 171.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.8 | |
| Total | 484 | 171.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Davis Private Wealth LLC
✚
|
FL | 0.2 |
|
Rutherford Asset Planning Inc
✚
|
FL | 0.2 |
|
WOLD Financial Group LLC
✚
|
MN | 0.2 |
|
Farrell Financial LLC
✚
|
NY | 0.2 |
|
Pacific Value LLC
✚
|
ID | 0.2 |
|
TDC Capital Advisors Inc
✚
|
TX | 0.2 |
|
8th Street Investments LLC
✚
|
VA | 0.2 |
|
Waterford Capital Investment Advisory Services LLC
✚
|
TX | 0.2 |
|
Vanguard Capital Wealth Advisors LLC
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|
CO | 0.2 |
|
Sterling Manor Financial LLC
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|
NY | 0.2 |