Unclaimed Profile

Caryn M Egbert

MATTERN CAPITAL MANAGEMENT, LLC·LAKEWOOD, Colorado

Clean recordMATTERN CAPITAL MANAGEMENT, LLC

165 S. UNION BLVD, LAKEWOOD, CO 80228CRD# 2573716Firm CRD# 299342

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Caryn M Egbert · LAKEWOOD, CO

Registration

CRD #2573716 · MATTERN CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MATTERN CAPITAL MANAGEMENT, LLC

AUM

$918M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2573716

Firm CRD# 299342

View on FINRA BrokerCheck →

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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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