Overview
Assets Under Management: $137 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 29
Average Client Assets: $1.8 million
Frequently Asked Questions
FOURPOINTS ASSET MANAGEMENT, INC. 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 #110150), FOURPOINTS ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
FOURPOINTS ASSET MANAGEMENT, INC. is headquartered in NEW YORK, NY.
FOURPOINTS ASSET MANAGEMENT, INC. serves 29 high-net-worth clients according to their SEC filing dated May 24, 2018. View client details ↓
According to their SEC Form ADV, FOURPOINTS ASSET MANAGEMENT, INC. offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
FOURPOINTS ASSET MANAGEMENT, INC. manages $137 million in client assets according to their SEC filing dated May 24, 2018.
According to their SEC Form ADV, FOURPOINTS ASSET MANAGEMENT, INC. serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.47%
Average Client Assets: $1.8 million
Total Client Accounts: 34
Discretionary Accounts: 34
Regulatory Filings
CRD Number: 110150
Filing ID: 1219203
Last Filing Date: 2018-05-24 13:55:00