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Matthews Advisors, LLC
Matthews International Corporation is an SEC-registered investment adviser in San Francisco, CA, registered since 1996. The firm manages approximately $6.6...
Matthews Advisors, LLC
Matthews International Corporation is an SEC-registered investment adviser in San Francisco, CA, registered since 1996. The firm manages approximately $6.6 billion in assets. It has 83 employees and 22 investment advisers.
General information
Firm type
RIA
Year founded
2001
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
3125 Austin Bluffs Parkway, Colorado Springs, CO 80918, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Matthews Advisors?
The firm's website does not publicly name specific team members or a designated Chief Investment Officer. The firm states its team of highly trained financial professionals provides investment management and financial planning expertise (per firm website).
Is Matthews Advisors a single family office?
No. Matthews Advisors is a registered investment advisor (RIA) serving multiple clients, not a single family office. It operates as a wealth management firm for individuals and families.
What services does Matthews Advisors provide?
The firm offers investment management, financial planning, and tax and estate planning considerations. It aims to help clients make sound decisions and reach their financial goals (per firm website).
Does Matthews Advisors invest in private markets or direct deals?
The firm's website does not specify any engagement in alternative investments, private equity, or direct deals. It describes itself as providing investment management and financial planning, likely focusing on traditional public market assets.
Does Matthews Advisors participate in fund commitments?
No publicly available information indicates Matthews Advisors makes institutional fund commitments or co-investments. The firm's focus appears to be individualized portfolio management for retail and high-net-worth clients.
What is the geographic footprint of Matthews Advisors?
Matthews Advisors operates from a single office in Colorado Springs, Colorado. No additional office locations are publicly disclosed.
Does Matthews Advisors maintain philanthropic structures?
No public information is available about any philanthropic foundation or charitable vehicle associated with Matthews Advisors.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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