Matthew GoetzingerCRD Number: 4461098
Current Firm: Fiduciary Management, Inc.
Matthew Goetzinger (CRD# 4461098) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 15 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Fiduciary Management, Inc.||Milwaukee, WI||Jun 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2002|
Total Assets Under Management21,712MILLIONS
Total Number of Accounts1,259ACCOUNTS
Average Account Value$17,245,627
- A percentage of assets under your management
- 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
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