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Home > Retirement Planners > pennsylvania > hermitage > MATUNE BASILE ADVISORS
MATUNE BASILE ADVISORS
295 N. Kerrwood Dr. Suite 102
Hermitage, Pennsylvania 16148
Tel: 724-977-6275
About MATUNE BASILE ADVISORS
MATUNE BASILE ADVISORS, formally registered with the SEC as MATUNE BASILE ADVISORS. The firm was established in 11/30/2018. They have over 1 offices throughout the country.
MATUNE BASILE ADVISORS is a Hermitage, Pennsylvania based Financial Planning firm with nearly $258,691,107 assets under management, offering retirement planning & investment advisory services to 789 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168073 |
| SEC# | 801-114359 |
| Assets Managed by Firm | $258,691,107 |
| No. of Clients | 789 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
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 | 789 | $258,691,107 |
| Individuals (other than high net worth individuals) | 307 | $63,439,317 |
| High net worth individuals | 92 | $177,947,854 |
| Charitable organizations | 14 | $4,200,588 |
| Corporations or other businesses | 22 | $13,103,348 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
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