Pogson & Matt Wealth Management Group, LLC

Pogson & Matt Wealth Management Group, LLC (CRD# 155377) is a financial advisory firm headquartered in Phoenix, AZ. They manage $67,250,000 in 415 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6930 E. Chauncey Lane, Suite 295, Phoenix, AZ 85054
http://www.pogsonmatt.com
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    415
    ACCOUNTS
  • Average Account Value
    $162,048
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

AZ, TX

Financial Advisors at Pogson & Matt Wealth Management Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Ronald Gregg, financial advisor Phoenix AZ
Ronald D. Gregg
CRD#: 2250270
6930 E. Chauncey Lane, Suite 295, Phoenix, AZ 85054
93
Wealthminder
score

Ronald Gregg (CRD# 2250270) is an Investment Advisor Representative working at Pogson & Matt Wealth Management Group, LLC in Phoenix, AZ and has over 21 years of experience in the finance industry.

2
James Matt, financial advisor Phoenix AZ
James L. Matt
CRD#: 3070148
6930 E. Chauncey Lane, Suite 295, Phoenix, AZ 85054
93
Wealthminder
score

James Matt (CRD# 3070148) is an Investment Advisor Representative working at Pogson & Matt Wealth Management Group, LLC in Phoenix, AZ and has over 19 years of experience in the finance industry.

3
William Mullenmeister, financial advisor Phoenix AZ
William J. Mullenmeister
CRD#: 2809451
6930 E. Chauncey Lane, Suite 295, Phoenix, AZ 85054
93
Wealthminder
score

William Mullenmeister (CRD# 2809451) is an Investment Advisor Representative working at Pogson & Matt Wealth Management Group, LLC in Phoenix, AZ and has over 20 years of experience in the finance industry.

4
Kenneth Pogson, financial advisor Phoenix AZ
Kenneth S. Pogson
CRD#: 1499163
6930 E. Chauncey Lane, Suite 295, Phoenix, AZ 85054
93
Wealthminder
score

Kenneth Pogson (CRD# 1499163) is an Investment Advisor Representative working at Pogson & Matt Wealth Management Group, LLC in Phoenix, AZ and has over 29 years of experience in the finance industry.

5
Roger Bracken, financial advisor Phoenix AZ
Roger S. Bracken
CRD#: 2792554
6930 E. Chauncey Lane, Suite 295, Phoenix, AZ 85054
83
Wealthminder
score

Roger Bracken (CRD# 2792554) is an Investment Advisor Representative working at Pogson & Matt Wealth Management Group, LLC in Phoenix, AZ and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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