4sight Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 287523
- Website
- www.4sightadv.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals77.07%
- HNWI21.23%
- Corporations / Businesses1.7%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
4sight Advisors LLC is an independent registered investment adviser organized as a limited liability company that serves both individuals/families and institutional clients. The firm provides financial planning and portfolio management services, with a fee model that can include AUM-based fees, hourly charges, and fixed fees. It is run as an individually owned practice rather than part of a larger advisory network. 4sight does not self-identify as an active ESG investor, is not a multistate adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities38%
- US Government Bonds14%
- Derivatives1%
Contacts
3 of 3Benjamin Thomas
Investment Adviser RepresentativeCRD 5493768
Gamal Walker
Founder & Managing PartnerCRD 2927185
Joe Solan
Managing PartnerCRD 2773102
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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