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Matthew Thomas Berquist

INTREPID CAPITAL MANAGEMENT INC·JACKSONVILLE BEACH, Florida
Series 7Series 66
Unclaimed Profile
1400 MARSH LANDING PARKWAY STE 106, JACKSONVILLE BEACH, FL 32250CRD# 3126351Firm CRD# 108516
01

About

Matthew Thomas Berquist is a registered financial advisor based in JACKSONVILLE BEACH, Florida, affiliated with INTREPID CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
INTREPID CAPITAL MANAGEMENT INC
INTREPID CAPITAL MANAGEMENT INC
AUM
$763M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at INTREPID CAPITAL MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3126351
Firm CRD# 108516
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Thomas Berquist offer?
Matthew Thomas Berquist specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in JACKSONVILLE BEACH, Florida for a consultation.
What are Matthew Thomas Berquist's credentials?
Matthew Thomas Berquist is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Thomas Berquist located?
Matthew Thomas Berquist is based in JACKSONVILLE BEACH, Florida, working with INTREPID CAPITAL MANAGEMENT INC. Their office serves clients in the JACKSONVILLE BEACH metropolitan area and surrounding communities.
How does Matthew Thomas Berquist charge for services?
Matthew Thomas Berquist's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTREPID CAPITAL MANAGEMENT INC?
INTREPID CAPITAL MANAGEMENT INC has approximately 16 employees and manages $763M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in JACKSONVILLE BEACH
Glenn Michael Ullmann — ULLMANN WEALTH PARTNERS GROUP, LLCAndrew Martin Cantor — SAWGRASS ASSET MANAGEMENT LLCFrank Kohlhaas Martin — PALM VALLEY CAPITAL MANAGEMENT LLCMark Forrest Travis — INTREPID CAPITAL MANAGEMENT INCDeanna Ann Brown — THE ULLMANN FINANCIAL GROUP, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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