Shift 4 Advisors, Inc.

RIASEC Registered

Total AUM

$12M

Discretionary

$9.6M

80% of AUM

Avg account

$136K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Murrieta, California
CRD number: 329628
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals44.89%
HNWI30.84%
Pension & Profit Sharing Plans19.69%
Corporations / Businesses4.58%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Shift 4 Advisors, Inc. is an independent, corporation-structured registered investment adviser that serves both individual/family and institutional clients. The firm combines portfolio management and financial planning with ancillary services tied to accounting and insurance brokerage. Its advisory services list financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentage-of-AUM billing and hourly charges. Shift 4 is not positioned as a capital allocator and does not identify as an active ESG investor.