Matthew Saenger, financial advisor Memphis TN

Matthew Saenger

CRD Number: 4681363
Current Firm: Sunbeam Capital Management, LLC

Matthew Saenger (CRD# 4681363) is an Investment Advisor Representative working at Sunbeam Capital Management, LLC in Memphis, TN and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Sunbeam Capital Management, LLC Memphis, TN Nov 2023 - Current < 1
Steel Grove Capital Advisors, LLC Memphis, TN Jun 2003 - Nov 2023 20
Green Square Capital, LLC Memphis, TN Jun 2003 - Dec 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
S65 NASAA Investment Advisors Law Examination Sep 2004
Contact Info for Matthew J. Saenger
Phone Number: (901) 229-2132
Registered State(s):
  • TN
Current Firm Details
Sunbeam Capital Management, LLC
Firm's CRD Number: 289723
By the Numbers
  • Total Assets Under Management
    153
    MILLIONS
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $1,573,716
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

GA, TN

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