SHIFT 4 ADVISORS, INC.

SHIFT 4 ADVISORS, INC. of MURRIETA, CA is an SEC-registered investment adviser (CRD 329628). Regulatory assets under management: $12.0M.

Registration

• CRD: 329628
• Type: Registered investment adviser
• Location: 25109 JEFFERSON AVENUE SUITE 315, MURRIETA, CA, 92562
• Phone: 949-633-9811
• Latest filing: 2026-07-31
• Regulatory AUM: $12.0M
• Discretionary AUM: $9.6M
• Non-discretionary AUM: $2.4M
• Clients: 1
• Accounts: 88

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329628 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search