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MATTERN WEALTH MANAGEMENT LLC
Tel: 785-842-7680
1811 Wakarusa Drive Suite 103
Lawrence, Kansas 66047
MATTERN WEALTH MANAGEMENT LLC
MATTERN WEALTH MANAGEMENT LLC is a Lawrence, Kansas based financial advisory firm with nearly $533,737,347 in assets under management and provides investment advisory services for 1390 clients. There are currently 5 financial advisors at the firm.
General Information
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
Firm CRD#:
304520
SEC#:
801-116993
No. of Clients:
1390
Assets under Management
$533,737,347
No. of Advisors:
5
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