4SQUARE ADVISORY SERVICES, INC.

RIASEC Registered

Total AUM

$19.7M

Discretionary

$19.7M

100% of AUM

Avg account

$303K

Accounts

Employees

Advisory reps

Firm details

Headquarters: FENTON, Michigan
CRD number: 177526
Website: 4squareria.com
Custodians: ALTRUIST FINANCIAL LLC, SHAREHOLDERS SERVICE GROUP, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.63%
Individuals38.04%
Corporations / Businesses0.28%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

4square Advisory Services, Inc. operates as an independent, owner-run registered investment adviser organized as a corporation. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. Its billing mixes percentage-of-assets fees with hourly and fixed-fee arrangements, and the firm acts as a capital allocator—placing client capital with third-party managers when appropriate. 4square does not identify as an active ESG investor and does not describe itself as a multistate adviser.