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FOUR SEASONS INVESTMENT ADVISORS, INC.
CRD 132375
1120 E MAIN STREET, MONTROSE, CO, 81401, United States
Phone
970-252-7471
Fax
970-296-9058
Registration
— (—)
Source
State registered
Total AUM
$106.8M
Discretionary AUM
$106.8M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 627 | $57.0M |
| High net worth individuals | 28 | $47.6M |
| Charitable organizations | 11 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD