Matthew Freiburger, CFA, CPA, financial advisor Powell OH

Matthew Freiburger, CFA, CPA

CRD Number: 5207204
Current Firm: Shuttleworth & Company
Compensation Model: Fee Only

Matthew Freiburger, CFA, CPA (CRD# 5207204) is an Investment Advisor Representative working at Shuttleworth & Company in Dublin, OH and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Shuttleworth & Company Powell, OH Dec 2021 - Current 2
Shuttleworth & Company Powell, OH Jan 2020 - Current 4
Steele Investment Counsel, Ltd. Dublin, OH Jun 2006 - Jan 2020 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2007
Contact Info for Matthew R. Freiburger, CFA, CPA
Phone Number: 614-760-7738
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    138
    MILLIONS
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $696,222
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

FL, IN, OH, TX

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