D. Mattersdorff LLC

D. Mattersdorff LLC (CRD# 134150) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $39,864,243 in 44 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $906,006
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at D. Mattersdorff LLC
Showing 1 - 1 of 1 top financial advisors.
1
Donald W. Mattersdorff
CRD#: 1841343
393 N. State Street, Lake Oswego, OR 97034
Donald Mattersdorff (CRD# 1841343) is an Investment Advisor Representative working at D. Mattersdorff LLC in Beaverton, OR and has over 27 years of experience in the finance industry.
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