Daniel MatolaCRD Number: 5613814
Current Firm: Rmb Capital Management
Daniel Matola (CRD# 5613814) is an Investment Advisor Representative working at Rmb Capital Management in Milwaukee, WI and has over 9 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Midland Financial Advisors, Inc.
|Rmb Capital Management LLC||Chicago, IL||Dec 2017 - Current||< 1|
|Jacobus Wealth Management, Inc.||Milwaukee, WI||Jun 2002 - Nov 2017||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
Total Assets Under Management7,482MILLIONS
Total Number of Accounts13,572ACCOUNTS
Average Account Value$551,278
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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