Fourthpoint Advisors
Fourthpoint Advisors (CRD# 136436) is a financial advisory firm headquartered in Natick, MA. They manage $33,092,698 in 66 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management33MILLION
-
Total Number of Accounts66ACCOUNTS
-
Average Account Value$501,405
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, MD
Financial Advisors at Fourthpoint Advisors
1
Peter Foley (CRD# 1937634) is an Investment Advisor Representative working at Fourthpoint Advisors in Natick, MA and has over 19 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.