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Building 2MATTERN CAPITAL MANAGEMENT, LLC

Map pinLAKEWOOD, CO
Phone720-710-2934
NotebookSEC #801-114522
Total AUM
$1.1B
Employees
9
Clients
438

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
165 S. UNION BLVD
SUITE 780
LAKEWOOD
CO 80228
United States
Operating Hours
7:30-4:00
Monday - Friday
Phone
720-710-2934
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,244
Discretionary
$1.1B
Accounts
1,244
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
169
AUM
$53.1M
HNW Individual Clients
235
AUM
$984.9M
Charitable Organization Clients
1
AUM
$6.6M
Insurance Company Clients
1
AUM
$10.3M
Corporation or Business Clients
6
AUM
$1.7M
Other Clients
26
AUM
$17M
Description of Other Clients
QUALIFIED PLAN PARTICIPANT DIRECTED CLIENTS

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLANYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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