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Matthew James Shibata

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew James Shibata · FREMONT, CA
Registration
CRD #5191517 · MORLING FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at MORLING FINANCIAL ADVISORS, LLC

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Sylvia Chin
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Wa Nhut Huong
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Research
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