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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-18-2017
- Office Locations
- 3
Office Locations
About 4sight Advisors LLC
4Sight Advisors LLC is a New York-based RIA (formed 2016) providing ongoing portfolio management and financial planning. Its 4Sight 360 concierge service audits clients’ full financial landscape—including external investment accounts, real estate, bill pay, tax strategy, and business consulting—then builds an Investment Policy Statement and portfolios aligned to goals, time horizon, and risk tolerance, often implemented with ETFs and mutual funds. The firm donates ~5% of advisory fees to financial literacy programs for underserved communities.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOE ANTHONY SOLAN
Chief Compliance Officer, Managing Partner
- CRD
- #2773102
- Ownership
- 50% but less than 75%
Gamal Abdel Walker
Investment Advisor Representative, Managing Partner
- CRD
- #2927185
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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BENJAMIN THOMAS
--
- CRD
- #5493768
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,953,946 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,953,946 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,953,936
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $440,032,064 | 14.7% |
| Equity - Exchange | $853,123,389 | 28.5% |
| U.S. Government/Agency | $739,373,604 | 24.7% |
| Derivatives | $960,886,342 | 32.1% |
| Total | $2,993,415,399 | 100.0% |