Matlock Advisors, LLC
Matlock Advisors, LLC (CRD# 135484) is a financial advisory firm headquartered in Cazenovia, NY. They manage $12,027,076 in 59 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management12MILLION
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Total Number of Accounts59ACCOUNTS
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Average Account Value$203,849
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Commissions
Advisory Services Offered
- 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.
NY
Financial Advisors at Matlock Advisors, LLC
No Advisor Found.
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