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MATTERHORN CAPITAL ADVISORS, LLC
100 Front Street
Suite 905
West Conshohocken, Pennsylvania 19428
Tel: 610-940-5303
About MATTERHORN CAPITAL ADVISORS, LLC
MATTERHORN CAPITAL ADVISORS, LLC, formally registered with the SEC as MATTERHORN CAPITAL ADVISORS, LLC. The firm was established in 05/01/2023. They have over 1 offices throughout the country.
MATTERHORN CAPITAL ADVISORS, LLC is a West Conshohocken, Pennsylvania based Financial Planning firm with nearly $259,522,842 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309960 |
| SEC# | 801-127880 |
| Assets Managed by Firm | $259,522,842 |
| No. of Clients | 1 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $259,522,842 |
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