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George Millholland Matthai

MATTHAI & ASSOCIATES INC·WHITE MARSH, Maryland
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5430 CAMPBELL BOULEVARD, SUITE 207, WHITE MARSH, MD 21162-5504CRD# 1004895Firm CRD# 106314
01

About

George Millholland Matthai is a registered financial advisor based in WHITE MARSH, Maryland, affiliated with MATTHAI & ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
MATTHAI & ASSOCIATES INC
MATTHAI CAPITAL MANAGEMENT
AUM
$48M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MATTHAI & ASSOCIATES INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1004895
Firm CRD# 106314
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in WHITE MARSH
Mark Andrew Edwards — MATTHAI & ASSOCIATES INC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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