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Building 2MATTERHORN CAPITAL MANAGEMENT, LLC

Map pinSAN ANTONIO, TX
Phone210.694.4329
NotebookSEC #801-67876
Total AUM
$420.5M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3512 PAESANOS PARKWAY
SUITE 301
SAN ANTONIO
TX 78231
United States
Operating Hours
9:00 TO 5:00 CST
Monday - Friday
Phone
210.694.4329

ReceiptFinancials

Total AUM
$420.5M
Accounts
445
Discretionary
$420.5M
Accounts
445
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
LAORTX

HandshakeAffiliates

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

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