Overview
Assets Under Management: $182 million
Headquarters: PORTSMOUTH, NH
High-Net-Worth Clients: 35
Average Client Assets: $4.7 million
Frequently Asked Questions
FOUR TREE ISLAND ADVISORY LLC 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 #158851), FOUR TREE ISLAND ADVISORY LLC is subject to fiduciary duty under federal law.
FOUR TREE ISLAND ADVISORY LLC is headquartered in PORTSMOUTH, NH.
FOUR TREE ISLAND ADVISORY LLC serves 35 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, FOUR TREE ISLAND ADVISORY LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
FOUR TREE ISLAND ADVISORY LLC manages $182 million in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, FOUR TREE ISLAND ADVISORY LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.66%
Average Client Assets: $4.7 million
Total Client Accounts: 136
Discretionary Accounts: 136
Regulatory Filings
CRD Number: 158851
Filing ID: 2050842
Last Filing Date: 2026-03-02 11:24:38