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David Bieler Matias

VODIA CAPITAL, LLC·LINCOLN, Massachusetts
Unclaimed Profile
55 OLD BEDFORD ROAD, LINCOLN, MA 01773CRD# 4808986Firm CRD# 131751
01

About

David Bieler Matias is a registered financial advisor based in LINCOLN, Massachusetts, affiliated with VODIA CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
VODIA CAPITAL, LLC
VODIA CAPITAL, LLC
AUM
$202M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at VODIA CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4808986
Firm CRD# 131751
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Bieler Matias offer?
David Bieler Matias specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LINCOLN, Massachusetts for a consultation.
What are David Bieler Matias's credentials?
David Bieler Matias is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Bieler Matias located?
David Bieler Matias is based in LINCOLN, Massachusetts, working with VODIA CAPITAL, LLC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does David Bieler Matias charge for services?
David Bieler Matias's firm is compensated through percentage of aum, 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 VODIA CAPITAL, LLC?
VODIA CAPITAL, LLC has approximately 5 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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