4 Seasons Advisors
Financial planning in Princeton, WV
State registeredNo commissions reported
Public-record details
- Address
- 1122 Mercer Street, Princeton, WV 24740
- Phone
- (304) 431-3633
- Listed under
- Financial planning, Flat / fixed fees, % of assets managed
- Legal name
- 4 Seasons Advisors, LLC
- CRD number
- 163219
- Registration
- State registered: WV
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Fixed fees
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Educational seminars/workshops
- Regulatory assets under management
- $700,000
- Accounts managed
- 10
- Clients reported (Form ADV 5.D)
- 10
- Individual / high-net-worth clients
- 10 / 0
- Employees
- 2
- Other business activities (Form ADV 6.A)
- Also active as: insurance broker or agent
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2023-09-22
Read the official record
- SEC IAPD summary for CRD 163219 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.