Overview
Assets Under Management: $296 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 216
Average Client Assets: $2 million
Frequently Asked Questions
THE MATHES COMPANY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109288), THE MATHES COMPANY, INC. is subject to fiduciary duty under federal law.
THE MATHES COMPANY, INC. is headquartered in NEW YORK, NY.
THE MATHES COMPANY, INC. serves 216 high-net-worth clients according to their SEC filing dated March 19, 2024. View client details ↓
According to their SEC Form ADV, THE MATHES COMPANY, INC. offers portfolio management for individuals. View all service details ↓
THE MATHES COMPANY, INC. manages $296 million in client assets according to their SEC filing dated March 19, 2024.
According to their SEC Form ADV, THE MATHES COMPANY, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 216
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 216
Discretionary Accounts: 216
Regulatory Filings
CRD Number: 109288
Last Filing Date: 2024-03-19 00:00:00
Website: https://mathesco.com