Overview
Assets Under Management: $918 million
Headquarters: LAKEWOOD, CO
High-Net-Worth Clients: 229
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 229
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.34
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,151
Discretionary Accounts: 1,151
Regulatory Filings
CRD Number: 299342
Last Filing Date: 2024-08-29 00:00:00
Website: https://matterncapital.com