MATISSE CAPITAL

15350 Sw Sequoia Pkwy
Suite 260
Portland, Oregon 97224
Tel: 503-210-3000

About MATISSE CAPITAL

MATISSE CAPITAL, formally registered with the SEC as MATISSE CAPITAL. The firm was established in 11/23/2010. They have over 1 offices throughout the country.

MATISSE CAPITAL is a Portland, Oregon based Financial Planning firm with nearly $1,356,007,202 assets under management, offering retirement planning & investment advisory services to 750 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155424
SEC#	801-72004
Assets Managed by Firm	$1,356,007,202
No. of Clients	750
No. of Advisors	10

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 investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	750	$1,356,007,202
Individuals (other than high net worth individuals)	231	$101,468,730
High net worth individuals	74	$268,638,295
Pension and profit sharing plans	42	$687,537,288
Charitable organizations	11	$131,337,153

More Retirement Planning firms in Portland, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Portland, Oregon

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.