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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Peak valuePioneer
- Established Date
- 04-13-2012
- Office Locations
- 1
Office Locations
About 4D Financial Advisors, LLC
4D Financial Advisors is an independent, fee-only boutique RIA focused on financial planning and ongoing wealth management for female professional leaders. The firm pairs planning with investment management, and also offers one-time plans and project-based engagements. Public filings show ETF-heavy portfolios with smaller allocations to investment-grade bonds and cash, and custody at Charles Schwab.
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Owner & Executives
JEFFREY DAVID DVORAK
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #6044031
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,368,460 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,368,460 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,368,460
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $616,376,878 | 50.1% |
| Cash | $322,336,810 | 26.2% |
| Corporate - Investment Grade | $291,579,481 | 23.7% |
| Total | $1,230,293,169 | 100.0% |