MATTHIAS PRIVATE WEALTH, LLC - Financial Advisor in Florida, Winter Park

Tel: 407-691-3300 700 West Morse Boulevard Suite 201 Winter Park, Florida 32789

About MATTHIAS PRIVATE WEALTH, LLC

MATTHIAS PRIVATE WEALTH, LLC is a Winter Park, Florida based financial advisory firm with nearly $196,321,547 in assets under management and provides investment advisory services for 467 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

289761

Firm SEC#:

801-111904

Assets Under Management:

$196,321,547

No. of Clients:

467

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (REIMBURSEMENT OF EXPENSES)

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