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- Custodian
- Altruist · First Clearing · Stonex · Trade-PMR · Truist Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-26-2020
- Office Locations
- 8
Office Locations
About Four Points Advisors, LLC
Four Points Advisors is a New York-based RIA providing investment management, wealth management and financial planning for high-net-worth individuals. Portfolios are implemented largely with ETFs and guided by its proprietary Four Points Momentum Index, a rules-based, trend-following approach that adjusts equity exposure with market conditions. The firm coordinates investing, planning and banking needs, including lending solutions, under one roof.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Gene Ryan Murphy
Advisor, Chief Compliance Officer, Chief Executive Officer, Financial Planning, Managing Member, Senior Director
- CRD
- #4739772
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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KWOK EDDIE CHIU
Wealth Management Advisor
- CRD
- #2592506
ERICK PAUL COAN
--
- CRD
- #2366454
Wave atlas
Quantum horizon
- CRD
- #29215
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,005,659 | $238,129 |
| Non-Discretionary | $10,053 | $3,351 |
| Total | $40,015,712 | $234,010 |
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Separately Managed Accounts
Total SMA Asset: $40,015,712
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,627,253,636 | 24.3% |
| Equity - Exchange | $2,785,751,081 | 41.6% |
| Cash | $2,283,512,304 | 34.1% |
| Total | $6,696,517,021 | 100.0% |