Overview
Assets Under Management: $105 million
Headquarters: MELVILLE, NY
High-Net-Worth Clients: 29
Average Client Assets: $3.2 million
Frequently Asked Questions
FOUR CORNERS FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287468), FOUR CORNERS FINANCIAL is subject to fiduciary duty under federal law.
FOUR CORNERS FINANCIAL is headquartered in MELVILLE, NY.
FOUR CORNERS FINANCIAL serves 29 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, FOUR CORNERS FINANCIAL offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FOUR CORNERS FINANCIAL manages $105 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, FOUR CORNERS FINANCIAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.11%
Average Client Assets: $3.2 million
Total Client Accounts: 175
Discretionary Accounts: 167
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 287468
Filing ID: 2049096
Last Filing Date: 2026-02-09 11:16:17