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FOUR POINTS ADVISORS, LLC
CRD 171720 · SEC 801-118971
99 PARK AVENUE, FLOOR 8, NEW YORK, NY, 10016, United States
Phone
646-300-6129
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$40.0M
Discretionary AUM
$40.0M
Team
12 total employees; 11 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $15.8M |
| High net worth individuals | 31 | $23.7M |
States served
CA, NJ, NY, PA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD