Mustard Seed Financial

Mustard Seed Financial (CRD# 120514) is a financial advisory firm headquartered in Meridian, ID. They manage $23,524,775 in 315 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $74,682
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

ID

Financial Advisors at Mustard Seed Financial
Showing 1 - 1 of 1 top financial advisors.
1
Matthew H. Koehler
CRD#: 5763021
501 S. Main Street, Meridian, ID 83642
81
Wealthminder
score

Matthew Koehler (CRD# 5763021) is an Investment Advisor Representative working at Mustard Seed Financial in Meridian, ID and has over 7 years of experience in the finance industry.

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