FOUR CORNERS FINANCIAL
V&V MANAGEMENT GROUP CORPORATION Legal Name
Adviser information for FOUR CORNERS FINANCIAL last updated from Form ADV on January 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 137 | $66.8M |
| Non-Discretionary | 9 | $2.7M |
| Total | 146 | $69.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 17 | $9.2M |
| HNW Individuals | 21 | $56.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $4.1M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 3 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-118152 |
|---|---|
| SEC ERA File Number | 801-118152 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 287468 |
| Legal Entity Identifier | None |
Principal Office
1160 EAST JERICHO TURNPIKESUITE 222
HUNTINGTON
NY
United States
Monday - Friday, BY APPOINTMENT
Tel: (631) 271-1170, Fax: (631) 496-1166
Chief Compliance Officer
STEVE T. VARVARO
PRINCIPAL AND FINANCIAL ADVISOR
1160 EAST JERICHO TURNPIKE
SUITE 222
HUNTINGTON
NY
United States
Tel:
(631) 271-1170
S****@*******************M
(Full email address available in API data)
Regulatory Contact
THOMAS C. VARVARO
PRINCIPAL AND FINANCIAL ADVISOR
2801 ROSEDOWN POINT
MOUNT PLEASANT
SC
United States
Tel:
(631) 271-1170
Industry Affiliates
| THOMAS C VARVARO CPA PC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VARVARO, STEVEN, T. | Individual | – | CHIEF COMPLIANCE OFFICER, PRINCIPAL AND FINANCIAL ADVISOR | 01/2017 | > 75% |