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FOUR CORNERS FINANCIAL

MELVILLE, NY · CRD 287468 · IAPD ↗ · fourcornersfincl.com · (631) 271-1170

$104.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
March 2026 — FOUR CORNERS FINANCIAL reported RAUM up 38% ($76.2M -> $104.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
February 2025 — FOUR CORNERS FINANCIAL reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
December 2024 — FOUR CORNERS FINANCIAL moved its main office from HUNTINGTON, NY to MELVILLE, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.