Fourstar Wealth Advisors, LLC
Fourstar Wealth Advisors, LLC (CRD# 169613) is a financial advisory firm headquartered in Chicago, IL. They manage $1,018,874,410 in 2,940 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management1,019MILLION
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Total Number of Accounts2,940ACCOUNTS
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Average Account Value$346,556
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, MA, MD, NC, NE, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, UT, VA, WI
Liam Duffy (CRD# 7808555) is an Investment Advisor Representative working at Fourstar Wealth Advisors, LLC in Wheaton, IL and has 1 year of experience in the finance industry.
Tucker Dunn (CRD# 6906284) is an Investment Advisor Representative working at Fourstar Wealth Advisors, LLC in Chicago, IL and has over 6 years of experience in the finance industry.
Karen Harting (CRD# 1239527) is an Investment Advisor Representative working at Fourstar Wealth Advisors, LLC in Mansfield, MA and has over 39 years of experience in the finance industry.
Teresa King (CRD# 7119860) is an Investment Advisor Representative working at Fourstar Wealth Advisors, LLC in Aledo, TX and has over 4 years of experience in the finance industry.
Craig McWilliams (CRD# 1622179) is an Investment Advisor Representative working at Fourstar Wealth Advisors, LLC in Chicago, IL and has over 8 years of experience in the finance industry.
Bryan Principe (CRD# 3234627) is an Investment Advisor Representative working at Fourstar Wealth Advisors, LLC in Providence, RI and has over 24 years of experience in the finance industry.
Tammy Roman (CRD# 5234659) is an Investment Advisor Representative working at Fourstar Wealth Advisors, LLC in Chicago, IL and has over 17 years of experience in the finance industry.
Anthony Scalia (CRD# 1859836) is an Investment Advisor Representative working at Fourstar Wealth Advisors, LLC in Plano, TX and has over 35 years of experience in the finance industry.