Matthews & Company Private Wealth Advisors LLC

Matthews & Company Private Wealth Advisors LLC (CRD# 166885) is a financial advisory firm headquartered in Cornelius, NC. They manage $442,503 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $88,501
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Matthews & Company Private Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
John K. Matthews
CRD#: 5495147
17819 Peninsula Club Drive N, Cornelius, NC 28031
93
Wealthminder
score

John Matthews (CRD# 5495147) is an Investment Advisor Representative working at Matthews & Company Private Wealth Advisors LLC in Cornelius, NC and has over 6 years of experience in the finance industry.

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