Overview
Assets Under Management: $148 million
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 575
Discretionary Accounts: 575
Regulatory Filings
CRD Number: 284251
Last Filing Date: 2025-02-25 00:00:00
Website: https://fourfinancial.com