CRD: 114958
Four Seasons Investment Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-05-1998
- Office Locations
- 2
Office Locations
About Four Seasons Investment Management, Inc.
Four Seasons Investment Management is a Texas-based RIA providing personalized asset management and financial planning, building portfolios around each client’s risk tolerance and need for growth or income. The firm executes through Charles Schwab Advisor Services, pairing Schwab’s platform and custody with a boutique, high-touch relationship model. Investment implementation emphasizes ETFs, complemented by core fixed income and cash allocations as needed.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JULIA B DICKSON
Chief Executive Officer
- CRD
- --
- Ownership
- 75% or more
SHELLEY R HAWKINS
Chief Compliance Officer, President
- CRD
- #3215336
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,720,162 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,720,162 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,720,162
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,865,537,776 | 22.8% |
| U.S. Government/Agency | $891,857,972 | 10.9% |
| Corporate - Investment Grade | $801,853,956 | 9.8% |
| Cash | $2,544,658,983 | 31.1% |
| Municipal Bonds | $2,078,274,539 | 25.4% |
| Total | $8,182,183,226 | 100.0% |