Four Quadrant Wealth Advisors Inc

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Assets, Funds, Holdings

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Four Quadrant Wealth Advisors Inc
CRD #130753
SEC #801-126014
CIK #
AUM $134.9 MM (2024-05-15)
Employees 25 (24% Investors, 0% Brokers)
Phone877-441-5144
Address11939 N Meridian St
Carmel, IN 46032
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
14011284562802009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 64 70.4
(b) Individuals (high net worth individuals) 34 64.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 453 134.9
By Discretionary
Discretionary 453 134.9
Non-Discretionary 0 0.0
Total 453 134.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 134.9
Total 453 134.9
Comparable Firms State AUM ($BB)
Capital and Planning LLC
GA 0.1
Newbore Wealth Management Inc
OR 0.1
Camden Financial Management Inc
NC 0.1
Richard G Slater
CA 0.1
Turloff Financial Consulting Inc
WA 0.1
ARTA Finance Wealth Management LLC
CA 0.1
Yoffe Investment Management LLC
PA 0.1
Reyes Financial Architecture Inc
CA 0.1
Gouws Capital LLC
NC 0.1
Old Oak Financial Planning Inc
MI 0.1
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