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).
Current Firm Details
By the Numbers
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Total Assets Under Management40MILLION
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Total Number of Accounts44ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR
Financial Advisors at D. Mattersdorff LLC
1
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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