4 Vertical

Overview

4 Vertical is an LLC that provides advisory services with a small, institutionally classified client base. The firm reports financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory activities. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. FINTRX characterizes the owner type as individual and lists the firm as unclassified in its taxonomy. The firm's filings indicate a boutique scale and a focus on managed accounts and advisory work rather than asset gathering at scale. Although labeled as serving institutional clients in the snapshot, its service menu and asset mix suggest a hybrid practice that handles both private clients and smaller institutional or plan-type relationships.

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Location & Offices