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- Custodian
- SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-20-2012
- Office Locations
- 2
Office Locations
About 4 Seasons Advisors
Four Seasons Investment Advisors is an independent, fee-only RIA serving individuals, small businesses, and nonprofits in Western Colorado. The firm provides investment management and financial planning built around objective, no-commission advice, with portfolios emphasizing asset allocation and ETF/mutual-fund implementation, including socially responsible options.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
RICHARD DAVID ALLEN
Chief Compliance Officer, Managing Member, Operations Director
- CRD
- #1292788
- Ownership
- 50% but less than 75%
JESSIE DENNIS DWAYNE THOMPSON
Investment Director, Managing Member
- CRD
- #2278926
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $700,000 | -- |
| Total | $700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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