Four Tree Island Advisory LLC
Four Tree Island Advisory LLC is an SEC-registered ria in Portsmouth, NH with $182.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Four Tree Island Advisory LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158851, SEC 801-129929, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $182.2M (2026-03-02)
- Firm type
- Ria
- Location
- Portsmouth, NH
- Employees
- 2
- Clients
- 54
- CRD
- 158851
- Ownership
- GREGG, ERIC, JAMES; PHILBRICK, JENNIFER, ANN
How much AUM does Four Tree Island Advisory LLC have?
Four Tree Island Advisory LLC reported $182.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Four Tree Island Advisory LLC?
Disclosed owners and executives of Four Tree Island Advisory LLC include GREGG, ERIC, JAMES, PHILBRICK, JENNIFER, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.