Four Point Asset Management, LLC is a large advisory firm based in Charlotte. It manages $449.04 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of North Carolina.
Four Point Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Four Point Asset Management, LLC is $449.04 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Four Point Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Peter Mcadams has been acting as President since 1 Mar 2006. Brett Alan Byrd joined the executive team most recently as the Chief Compliance Officer.
The principal office where Four Point Asset Management, LLC performs its advisory services is located at 227 West Trade Street, Suite 1980, Charlotte, NC 28202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704-927-4250 or by fax 704-927-4270. The normal business hours are 8am to 5pm on Monday - Friday.