MATTY AI INC.

411 University Ridge
Greenville, South Carolina 29601
Tel: 864-888-7673

About MATTY AI INC.

MATTY AI INC, formally registered with the SEC as MATTY AI INC. The firm was established in 10/29/2021. They have over 1 offices throughout the country.

MATTY AI INC. is a Greenville, South Carolina based Financial Planning firm with nearly $36,365 assets under management, offering retirement planning & investment advisory services to 128 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317016
SEC#	801-122590
Assets Managed by Firm	$36,365
No. of Clients	128
No. of Advisors	2

Fee Structure

Other (SERVICE FEE OF 3% OF ALL FUNDS ADDED TO THE MATTY ACCOUNT)

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	128	$36,365
Individuals (other than high net worth individuals)	128	$36,365

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