Matthew Sinkovitz, financial advisor Beachwood OH

Matthew Sinkovitz

CRD Number: 6162699
Current Firm: Confluence Investment Management LLC

Matthew Sinkovitz (CRD# 6162699) is an Investment Advisor Representative working at Confluence Investment Management LLC in Beachwood, OH and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Confluence Investment Management LLC Beachwood, OH Apr 2018 - Current 5
Gratry & Company LLC Shaker Heights, OH May 2002 - Apr 2018 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Matthew D. Sinkovitz
Phone Number: 314-743-5090
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    7,201
    MILLIONS
  • Total Number of Accounts
    17,208
    ACCOUNTS
  • Average Account Value
    $418,464
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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