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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-13-2015
- Office Locations
- 1
Office Locations
About 4square Advisory Services, Inc.
4square Advisory Services (4ASI) is a founder-led, independent fee-only RIA in Fenton, MI (est. 2015) providing investment management and financial planning with a low minimum ($2,500 plus ongoing additions) aimed at smaller investors. Clients pay the firm directly; the founder holds only Series 65 and does not take commissions. Portfolios emphasize ETFs and public funds with a meaningful cash sleeve; custody includes Altruist.
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Owner & Executives
LAWRENCE ELIOT ZIMBLER
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1439484
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,721,407 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,721,407 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,721,407
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $716,881,096 | 23.0% |
| Equity - Exchange | $938,179,174 | 30.1% |
| Cash | $345,973,051 | 11.1% |
| Corporate - Non-Investment Grade | $458,180,527 | 14.7% |
| U.S. Government/Agency | $657,660,484 | 21.1% |
| Total | $3,116,874,332 | 100.0% |