CRD: 286682
Four Seasons Investment Management LLC
$14.7M Total AUM
$14.7M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
9 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- RadialSummit
- Established Date
- 03-28-2017
- Office Locations
- 1
Office Locations
-- Rehoboth Beach DE
About Four Seasons Investment Management LLC
Four Seasons Investment Management is a fee-only fiduciary RIA serving retail clients, with emphasis on business owners and entrepreneurs. The firm provides financial and investment planning, retirement and estate planning, and portfolio construction, with portfolios centered on ETFs and fixed income and guided by active asset allocation and risk management. Custodies with SEI.
Team overview
-- AVG AGE
$14.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Atlas Timber vector
Client Personas
Legacy eagle Pioneer wave
Custodian
Timber Vector Vertex capital Pioneer Ridge
Investment Themes
Fusion momentum Catalyst atlas Optima Frontier foundation Matrix peak
Investment Vehicles
Harbor Beacon pathway
Services
Fusion signal Crest capital Harbor timber Vital Prime crest Pathway Unison
Technology
Focus Wave timber
Owner & Executives
BRADLEY FINE
Chief Investment Officer, President
- CRD
- #2906220
- Ownership
- 75% or more
(294) 754-4025
element.frontier@horizoncapital.com
in linkedin.com/in/unison-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,700,000
Equity - Exchange:
25.5% U.S. Government/Agency:
16.0% Cash:
19.6% Corporate - Investment Grade:
26.4% Municipal Bonds:
12.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $465,205,225 | 25.5% |
| U.S. Government/Agency | $291,893,475 | 16.0% |
| Cash | $357,569,507 | 19.6% |
| Corporate - Investment Grade | $481,624,233 | 26.4% |
| Municipal Bonds | $228,041,777 | 12.5% |
| Total | $1,824,334,217 | 100.0% |