4square Advisory Services, Inc.
4square Advisory Services, Inc. (CRD# 177526) is a financial advisory firm headquartered in Fenton, MI. They manage $16,454,995 in 67 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
4square Advisory Services, Inc.
By the Numbers
-
Total Assets Under Management16MILLION
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Total Number of Accounts67ACCOUNTS
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Average Account Value$245,597
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at 4square Advisory Services, Inc.
1
Lawrence Zimbler (CRD# 1439484) is an Investment Advisor Representative working at 4square Advisory Services, Inc. in Fenton, MI and has over 27 years of experience in the finance industry.
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