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George Millholland Matthai

MATTHAI & ASSOCIATES INC·WHITE MARSH, Maryland
Series 7, Series 24, Series 63, Series 65Clean record14 years registeredMATTHAI & ASSOCIATES INC
5430 CAMPBELL BOULEVARD, SUITE 207, WHITE MARSH, MD 21162-5504CRD# 1004895Firm CRD# 106314

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
George Millholland Matthai · WHITE MARSH, MD
Registration
CRD #1004895 · MATTHAI & ASSOCIATES INC · 14 years registered
Brand Profile
Not yet started
01

Career History

PERIGON WEALTH MANAGEMENT, LLC
Nov 2021 – present
MATTHAI CAPITAL MANAGEMENT
Jun 2012 – Mar 2022
WHITE MARSH, MD
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · June 26, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MATTHAI & ASSOCIATES INC
CRD 106314 · SEC 801-40120
AUM
$48M
Regulatory assets under management
Employees
1
39 client accounts
Services offered by MATTHAI & ASSOCIATES INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MATTHAI & ASSOCIATES INC →
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05

Frequently Asked Questions

What services does George Millholland Matthai offer?
George Millholland Matthai specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WHITE MARSH, Maryland for a consultation.
What are George Millholland Matthai's credentials?
George Millholland Matthai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Millholland Matthai located?
George Millholland Matthai is based in WHITE MARSH, Maryland, working with MATTHAI & ASSOCIATES INC. Their office serves clients in the WHITE MARSH metropolitan area and surrounding communities.
How does George Millholland Matthai charge for services?
George Millholland Matthai'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 MATTHAI & ASSOCIATES INC?
MATTHAI & ASSOCIATES INC has approximately 1 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)
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Research
Advisor Fees in MarylandNational Fee Analysis
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