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Building 2STARR-MATHEWS FINANCIAL, LLC

Map pinCALHOUN, GA
Phone706 624 4080
NotebookSEC #801-113164
Total AUM
$158.6M
Employees
6
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
215 NORTH PIEDMONT STREET
CALHOUN
GA 30701
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
706 624 4080
Other Offices
1

ReceiptFinancials

Total AUM
$158.6M
Accounts
233
Discretionary
$151.8M
Accounts
214
Non-Discretionary
$6.8M
Accounts
19

ContactClients

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Individual Clients
54
AUM
$20.3M
HNW Individual Clients
54
AUM
$110.3M
Pension/Profit Sharing Plan Clients
6
AUM
$28M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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