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4D FINANCIAL ADVISORS, LLC
CRD 162473
2S421 CANTERBURY CT., GLEN ELLYN, IL, 60137, United States
Phone
(630) 364-2837
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$66.4M
Discretionary AUM
$66.4M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $55.7M |
| High net worth individuals | 1 | $10.7M |
All web addresses on file
Official SEC filing: View on IAPD