Four Quadrant Wealth Advisors, Inc.

Four Quadrant Wealth Advisors, Inc. (CRD# 130753) is a financial advisory firm headquartered in Carmel, IN. They manage $134,925,585 in 453 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
11939 N Meridian St, Ste 225, Carmel, IN 46032
https://www.instagram.com/fourquadrantsadvisory/
By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    453
    ACCOUNTS
  • Average Account Value
    $297,849
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, LA, MI, NE, TX

Financial Advisors at Four Quadrant Wealth Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Brogan Baxter, financial advisor Carmel IN
Brogan D. Baxter
CRD#: 4790947
11939 N Meridian St, Ste 225, Carmel, IN 46032

Brogan Baxter (CRD# 4790947) is an Investment Advisor Representative working at Four Quadrant Wealth Advisors, Inc. in Carmel, IN and has over 19 years of experience in the finance industry.

2
Stacy Phillips, financial advisor Carmel IN
Stacy A. Phillips
CRD#: 4961703
11939 N Meridian St, Ste 225, Carmel, IN 46032

Stacy Phillips (CRD# 4961703) is an Investment Advisor Representative working at Four Quadrant Wealth Advisors, Inc. in Carmel, IN and has over 18 years of experience in the finance industry.

3
Jason Smith, financial advisor Indianapolis IN
Jason R. Smith
CRD#: 3180180
Indianapolis, IN

Jason Smith (CRD# 3180180) is an Investment Advisor Representative working at Four Quadrant Wealth Advisors, Inc. in Indianapolis, IN and has over 25 years of experience in the finance industry.

4
Kal Owen, financial advisor Carmel IN
Kal Owen
CRD#: 7100521
11939 N Meridian St, Ste 225, Carmel, IN 46032

Kal Owen (CRD# 7100521) is an Investment Advisor Representative working at Four Quadrant Wealth Advisors, Inc. in Carmel, IN and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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