Method Finance, LLC
Method Finance, LLC (CRD# 170647) is a financial advisory firm headquartered in , . They manage $38,124,198 in 176 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Method Finance, LLC
By the Numbers
-
Total Assets Under Management38MILLION
-
Total Number of Accounts176ACCOUNTS
-
Average Account Value$216,615
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MO, NJ, NY, TX
Financial Advisors at Method Finance, LLC
1
Matthew Lambdin (CRD# 4808179) is an Investment Advisor Representative working at Method Finance, LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.