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Bonnie Matlock

SHASTA VENTURES MANAGEMENT, LLC·PORTOLA VALLEY, California
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3130 ALPINE ROAD, PORTOLA VALLEY, CA 94028CRD# 6048693Firm CRD# 162676
01

About

Bonnie Matlock is a registered financial advisor based in PORTOLA VALLEY, California, affiliated with SHASTA VENTURES MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SHASTA VENTURES MANAGEMENT, LLC
SHASTA VENTURES
AUM
$2.0B
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at SHASTA VENTURES MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6048693
Firm CRD# 162676
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bonnie Matlock offer?
Bonnie Matlock specializes in Retirement Planning. Contact their office in PORTOLA VALLEY, California for a consultation.
What are Bonnie Matlock's credentials?
Bonnie Matlock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bonnie Matlock located?
Bonnie Matlock is based in PORTOLA VALLEY, California, working with SHASTA VENTURES MANAGEMENT, LLC. Their office serves clients in the PORTOLA VALLEY metropolitan area and surrounding communities.
How does Bonnie Matlock charge for services?
Bonnie Matlock's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHASTA VENTURES MANAGEMENT, LLC?
SHASTA VENTURES MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $2.0B in regulatory assets under management. See their Form ADV for full details.
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Other advisors in PORTOLA VALLEY
Terrye L Bellas — MORGENTHALER MANAGEMENT CORPORATIONGary Robert Little — CANVAS MANAGEMENT COMPANY, L.L.C.Tomasz Tunguz — THEORY VENTURES MANAGEMENT, LLCGeorgia Lee Bennicas — BENNICAS & ASSOCIATES, INC.Ching Mei Wu — MORGENTHALER MANAGEMENT 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
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