Matthew Detwiler (CRD# 6717721) is an Investment Advisor Representative working at Ashby Wealth Management, LLC in Kensington, CA and has over 7 years of experience in the finance industry. Matthew Detwiler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boost Credit 101 | Denver, CO | Jan 2018 - Current | 6 |
| Ashby Wealth Management, LLC | Kensington, CA | Oct 2016 - Current | 7 |
| Backoffice Associates | South Harwich, MA | Jun 2011 - Jun 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- CA
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts151ACCOUNTS
-
Average Account Value$81,457
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
CA, TX
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