AdvisorOS Directory
Claim Profile
MS

Matthew James Shibata

MORLING FINANCIAL ADVISORS, LLC·FREMONT, California
Unclaimed Profile
39355 CALIFORNIA STREET, FREMONT, CA 94538-1447CRD# 5191517Firm CRD# 111819
01

About

Matthew James Shibata is a registered financial advisor based in FREMONT, California, affiliated with MORLING FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MORLING FINANCIAL ADVISORS, LLC
MORLING FINANCIAL ADVISORS, LLC
AUM
$607M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at MORLING FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5191517
Firm CRD# 111819
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FREMONT?

Browse all registered financial advisors in FREMONT, California or claim this profile if it's yours.

Browse FREMONT AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Matthew James Shibata offer?
Matthew James Shibata specializes in Financial Planning, Investment Management. Contact their office in FREMONT, California for a consultation.
What are Matthew James Shibata's credentials?
Matthew James Shibata is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew James Shibata located?
Matthew James Shibata is based in FREMONT, California, working with MORLING FINANCIAL ADVISORS, LLC. Their office serves clients in the FREMONT metropolitan area and surrounding communities.
How does Matthew James Shibata charge for services?
Matthew James Shibata's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MORLING FINANCIAL ADVISORS, LLC?
MORLING FINANCIAL ADVISORS, LLC has approximately 17 employees and manages $607M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FREMONT
Timothy Patrick Millar — MILLAR, TIMOTHY, PATRICKAbhishek Kumar Agarwal — KITE LLCSangam Harimohan Singh — KITE LLCPeter Wing Ching Ling — MORLING FINANCIAL ADVISORS, LLCKarthik Krishna Kulkarni — UPTURN CORPORATION
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile