The Mather Group, LLC
The Mather Group, LLC (CRD# 156005) is a financial advisory firm headquartered in Chicago, IL. They manage $10,508,543,012 in 15,974 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management10,509MILLION
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Total Number of Accounts15,974ACCOUNTS
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Average Account Value$657,853
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Michael Curley (CRD# 4648332) is an Investment Advisor Representative working at The Mather Group, LLC in Cincinnati, OH and has over 19 years of experience in the finance industry.
Marie Duboscq (CRD# 1925371) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 32 years of experience in the finance industry.
Velda Eugenias (CRD# 2290078) is an Investment Advisor Representative working at The Mather Group, LLC in Gadsden, AL and has over 31 years of experience in the finance industry.
Elisa Fierro (CRD# 6723042) is an Investment Advisor Representative working at The Mather Group, LLC in Houston, TX and has over 6 years of experience in the finance industry.
Christopher Fischer (CRD# 5439274) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 13 years of experience in the finance industry.
Michael Furla (CRD# 6855048) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has 1 year of experience in the finance industry.
Matthew Greer (CRD# 5346230) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 16 years of experience in the finance industry.
Timothy Grout (CRD# 5497552) is a fiduciary and Investment Advisor Representative working at Clear Perspectives Financial Planning, LLC in Cincinnati, OH and has over 30 years of experience in the finance industry.
Tim developed an interest in financial planning when he was working with family and friends who couldn't find the holistic financial services they needed, leading him to start Clear Perspectives with his business partner, Carol Hoffman, in 2008. Tim took additional exams to become a Certified Financial Planner (CFP). CFP professionals must pass the comprehensive exam, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Tim is warm, caring, and highly experienced. He has over 30 years of financial management experience at the Procter & Gamble Co. His experience includes roles of increasing responsibility in transitioning the company through major global accounting system and operational changes. He holds an MBA in finance from Xavier University.
Jonathan Gussick (CRD# 5599868) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 13 years of experience in the finance industry.
Robert Hankla (CRD# 5322558) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has 1 year of experience in the finance industry.