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Caryn M Egbert

MATTERN CAPITAL MANAGEMENT, LLC·LAKEWOOD, Colorado
Unclaimed Profile
165 S. UNION BLVD, LAKEWOOD, CO 80228CRD# 2573716Firm CRD# 299342
01

About

Caryn M Egbert is a registered financial advisor based in LAKEWOOD, Colorado, affiliated with MATTERN CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
MATTERN CAPITAL MANAGEMENT, LLC
MATTERN CAPITAL MANAGEMENT, LLC
AUM
$918M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MATTERN CAPITAL MANAGEMENT, LLC →
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
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2573716
Firm CRD# 299342
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Caryn M Egbert offer?
Caryn M Egbert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKEWOOD, Colorado for a consultation.
What are Caryn M Egbert's credentials?
Caryn M Egbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Caryn M Egbert located?
Caryn M Egbert is based in LAKEWOOD, Colorado, working with MATTERN CAPITAL MANAGEMENT, LLC. Their office serves clients in the LAKEWOOD metropolitan area and surrounding communities.
How does Caryn M Egbert charge for services?
Caryn M Egbert'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 MATTERN CAPITAL MANAGEMENT, LLC?
MATTERN CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $918M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
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