RIA · CRD 106054SEC-RegisteredPrivate Fund Adviser

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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 logo

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

Location

Region

North America

Country

United States

City

San Francisco

Corporate office

3125 Austin Bluffs Parkway, Colorado Springs, CO 80918, United States

Sector focus

Financial ServicesPrivate Wealth Management

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).

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).

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.

Profile maintained by 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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