MATTERN CAPITAL MANAGEMENT, LLC

165 S. Union Blvd
Suite 780
Lakewood, Colorado 80228
Tel: 720-710-2934

About MATTERN CAPITAL MANAGEMENT, LLC

MATTERN CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MATTERN CAPITAL MANAGEMENT, LLC. The firm was established in 01/28/2019. They have over 2 offices throughout the country.

MATTERN CAPITAL MANAGEMENT, LLC is a Lakewood, Colorado based Financial Planning firm with nearly $917,992,626 assets under management, offering retirement planning & investment advisory services to 1151 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299342
SEC#	801-114522
Assets Managed by Firm	$917,992,626
No. of Clients	1151
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1151	$917,992,626
Individuals (other than high net worth individuals)	155	$54,727,686
High net worth individuals	220	$831,467,988
Charitable organizations	Fewer than 5 clients	$6,264,613
Corporations or other businesses	6	$2,540,238

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