FOUR TREE ISLAND ADVISORY LLC
CRD #158851 SEC #801-129929 PORTSMOUTH, NH 603-427-8053
SEC Registered
Total AUM
$163.1M
Discretionary
$163.1M
Employees
2
Clients
--
Accounts
56
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Hampshire
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PHILBRICK, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILBRICK, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREGG, ERIC, JAMES | I | OWNER/PRINCIPAL | E | Control |
| GREGG, ERIC, JAMES | I | OWNER/PRINCIPAL | E | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (1)
NH
Address
126 DANIEL STREETSUITE 120
PORTSMOUTH, NH 03801
United States
Phone: 603-427-8053