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FOURTHPOINT ADVISORS

FOLEY, PETER C.

CRD 136436

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$59.1M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 18 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals1$66K
High net worth individuals18$56.3M
Pension/profit sharing plans1$2.8M

All web addresses on file

Official SEC filing: View on IAPD