STARR-MATHEWS FINANCIAL, LLC

215 North Piedmont Street
Calhoun, Georgia 30701
Tel: 706 624 4080

About STARR-MATHEWS FINANCIAL, LLC

STARR-MATHEWS FINANCIAL, LLC, formally registered with the SEC as STARR-MATHEWS FINANCIAL, LLC. The firm was established in 05/04/2018. They have over 2 offices throughout the country.

STARR-MATHEWS FINANCIAL, LLC is a Calhoun, Georgia based Financial Planning firm with nearly $126,723,971 assets under management, offering retirement planning & investment advisory services to 230 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166199
SEC#	801-113164
Assets Managed by Firm	$126,723,971
No. of Clients	230
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	230	$126,723,971
Individuals (other than high net worth individuals)	54	$16,131,223
High net worth individuals	54	$91,551,690
Pension and profit sharing plans	6	$19,041,058

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