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Matthew Stephen Brickley

BRICKLEY WEALTH MANAGEMENT·SAN MATEO, California
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1900 O'FARRELL STREET #330, SAN MATEO, CA 94403CRD# 6113703Firm CRD# 287487
01

About

Matthew Stephen Brickley is a registered financial advisor based in SAN MATEO, California, affiliated with BRICKLEY WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRICKLEY WEALTH MANAGEMENT
BRICKLEY WEALTH MANAGEMENT
AUM
$720M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BRICKLEY WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6113703
Firm CRD# 287487
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Stephen Brickley offer?
Matthew Stephen Brickley specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN MATEO, California for a consultation.
What are Matthew Stephen Brickley's credentials?
Matthew Stephen Brickley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Stephen Brickley located?
Matthew Stephen Brickley is based in SAN MATEO, California, working with BRICKLEY WEALTH MANAGEMENT. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does Matthew Stephen Brickley charge for services?
Matthew Stephen Brickley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRICKLEY WEALTH MANAGEMENT?
BRICKLEY WEALTH MANAGEMENT has approximately 6 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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