FOUR WOOD CAPITAL ADVISORS LLC

FOUR WOOD CAPITAL ADVISORS
MONTCLAIR, New Jersey·6 registered advisors·CRD# 165047
SEC# 801-772600212-300-7006
01

Firm Overview

AUM
$125M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Retirement PlanningWealth ManagementFee-Only Advisory
04

Advisors at FOUR WOOD CAPITAL ADVISORS LLC

6 registered advisors
James Reed Trimble
MONTCLAIR, New Jersey
Marios T Tsiptsis
NEW YORK, New York
Maryam H Muessel
NEW YORK, New York
Peter E Pisapia
NEW YORK, New York
Steven Angelo Baffico
MONTCLAIR, New Jersey
William Gerard Mccoy
NEW YORK, New York
05

Office Locations

NEW YORK, New York
4 advisors
MONTCLAIR, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. FOUR WOOD CAPITAL ADVISORS LLC (CRD# 165047) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.