Matisse Capital
Matisse Capital (CRD# 155424) is a financial advisory firm headquartered in Portland, OR. They manage $1,110,540,408 in 741 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management1,111MILLION
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Total Number of Accounts741ACCOUNTS
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Average Account Value$1,498,705
- 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 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, ID, OR, WA
Eric Boughton (CRD# 4575239) is an Investment Advisor Representative working at Matisse Capital in Portland, OR and has over 23 years of experience in the finance industry.
Axel Flichtbeil (CRD# 2445072) is an Investment Advisor Representative working at Matisse Capital in Portland, OR and has over 30 years of experience in the finance industry.
Deirdre Hochberg Higdon (CRD# 6437688) is an Investment Advisor Representative working at Matisse Capital in Portland, OR and has over 9 years of experience in the finance industry.
Corrie Oliva (CRD# 4044435) is an Investment Advisor Representative working at Matisse Capital in Portland, OR and has over 24 years of experience in the finance industry.
Daniel Sholian (CRD# 1035932) is an Investment Advisor Representative working at Matisse Capital in Portland, OR and has over 41 years of experience in the finance industry.
Bryn Torkelson (CRD# 1026464) is an Investment Advisor Representative working at Matisse Capital in Portland, OR and has over 41 years of experience in the finance industry.
Niklas Torkelson (CRD# 6462864) is an Investment Advisor Representative working at Matisse Capital in Portland, OR and has over 8 years of experience in the finance industry.
Rebecca Wei (CRD# 6317707) is an Investment Advisor Representative working at Matisse Capital in Portland, OR and has 1 year of experience in the finance industry.