CRD: 150201
4-C Personal Wealth Management Consultants, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-21-2009
- Office Locations
- 2
Office Locations
About 4-C Personal Wealth Management Consultants, LLC
4-C Personal Wealth Management Consultants is a Missouri-registered RIA serving families with comprehensive, goals-based financial planning and tailored portfolio management. The team builds long-term, conservative, diversified portfolios aligned to each client’s risk profile, using scenario analysis and ongoing review meetings to keep plans on track. Portfolios commonly use ETFs and mutual funds and are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
BOGDAN NICIU
Chief Compliance Officer, President
- CRD
- #6536389
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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FETZER EUGENE CROCKETT
President
- CRD
- #5645941
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $97,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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