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⚲
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| Four Quadrant Wealth Advisors Inc
✚
|
|
|---|---|
| CRD # | 130753 |
| SEC # | 801-126014 |
| CIK # | |
| AUM | $219.0 M (2026-02-18) |
| Employees | 34 (18% Investors, 0% Brokers) |
| Phone | 877-441-5144 |
| Address | 11939 N Meridian St Carmel, IN 46032 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 14.5 |
| (b) Individuals (high net worth individuals) | 62 | 204.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 552 | 219.0 |
| By Discretionary | ||
| Discretionary | 552 | 219.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 552 | 219.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 219.0 | |
| Total | 552 | 219.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Strategic Swiss Advisors AG
✚
|
0.2 | |
|
Streeter Moore & Stipe LLC
✚
|
OK | 0.2 |
|
Motiv8 Investments LLC
✚
|
FL | 0.2 |
|
Clerou Romain Pierre Walsh
✚
|
0.2 | |
|
Christian Investment Advisors Inc
✚
|
TX | 0.2 |
|
Strategic Planning Group Inc
✚
|
MA | 0.2 |
|
Park Square Financial Group LLC
✚
|
GA | 0.2 |
|
Strategic Asset Management LLC
✚
|
MN | 0.2 |
|
Manuka Financial LLC
✚
|
0.2 | |
|
Allstreet Capital LLC
✚
|
CA | 0.2 |