RIA Intel›Advisers›Michigan›4SQUARE ADVISORY SERVICES, INC.

4SQUARE ADVISORY SERVICES, INC.

Advisory

FENTON, MI

Data as of Jun 1, 2026 · Source: SEC Form ADV

Average account
$303K
across 65 accounts
AUM per adviser
$20M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 1, 2026.

Total AUM
$20M
Discretionary %
100%
Clients
41
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$20M
Discretionary AUM$20M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients41
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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-11.9% 1Y
FITZPATRICK FINANCIAL SOLUTIONS, LLC
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M.A. GLOBAL INVESTMENT ADVISOR, LLC
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UPBEAT FINANCIAL INCORPORATED
$20M
FINTENTIONAL LLC
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