George Matthai (CRD# 1004895) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in White Marsh, MD and has over 41 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2763082
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Perigon Wealth Management, LLC | White Marsh, MD | Nov 2021 - Current | 2 |
| Matthai & Associates, Inc. | White Marsh, MD | Nov 1991 - Mar 2022 | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1982 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1993 |
- MD
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Total Assets Under Management6,941MILLIONS
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Total Number of Accounts11,428ACCOUNTS
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Average Account Value$607,363
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
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