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Matthew William Clary

WAUD CAPITAL PARTNERS, LLC·CHICAGO, Illinois
Clean recordWAUD CAPITAL PARTNERS, LLC
300 NORTH LASALLE STREET, CHICAGO, IL 60654CRD# 6019380Firm CRD# 160632

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew William Clary · CHICAGO, IL
Registration
CRD #6019380 · WAUD CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew William Clary is a registered financial advisor based in CHICAGO, Illinois, affiliated with WAUD CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WAUD CAPITAL PARTNERS, LLC
WAUD CAPITAL PARTNERS
AUM
$4.6B
Regulatory assets under management
Employees
70
Total firm employees
View all advisors at WAUD CAPITAL PARTNERS, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PORTFOLIO COMPANY MANAGEMENT AND TRANSACTION FEES
Regulatory
SEC/IARD CRD# 6019380
Firm CRD# 160632
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew William Clary offer?
Matthew William Clary specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are Matthew William Clary's credentials?
Matthew William Clary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew William Clary located?
Matthew William Clary is based in CHICAGO, Illinois, working with WAUD CAPITAL PARTNERS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Matthew William Clary charge for services?
Matthew William Clary's firm is compensated through percentage of aum, performance-based fees, other: portfolio company management and transaction fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WAUD CAPITAL PARTNERS, LLC?
WAUD CAPITAL PARTNERS, LLC has approximately 70 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WAUD CAPITAL PARTNERS, LLC

David Owen Neighbours
CHICAGO, IL
Cornelius Byron Waud
CHICAGO, IL
Mark Daniel Flower
CHICAGO, IL
Reeve Byron Waud
CHICAGO, IL

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Research
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