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Matthew David Sauer

DION MONEY MANAGEMENT LLC·WILLIAMSTOWN, Massachusetts
Unclaimed Profile
25 MAIN STREET, WILLIAMSTOWN, MA 01267CRD# 4956859Firm CRD# 145331
01

About

Matthew David Sauer is a registered financial advisor based in WILLIAMSTOWN, Massachusetts, affiliated with DION MONEY MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ATLAS PRIVATE WEALTH MANAGEMENT, LLC
ATLAS PRIVATE WEALTH MANAGEMENT, LLC
AUM
$1.3B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at ATLAS PRIVATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4956859
Firm CRD# 145331
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew David Sauer offer?
Matthew David Sauer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSTOWN, Massachusetts for a consultation.
What are Matthew David Sauer's credentials?
Matthew David Sauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew David Sauer located?
Matthew David Sauer is based in WILLIAMSTOWN, Massachusetts, working with DION MONEY MANAGEMENT LLC. Their office serves clients in the WILLIAMSTOWN metropolitan area and surrounding communities.
How does Matthew David Sauer charge for services?
Matthew David Sauer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DION MONEY MANAGEMENT LLC?
DION MONEY MANAGEMENT LLC has approximately 20 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WILLIAMSTOWN
Matthew Carmichael Harris — VILLAGE VENTURES, INC.Robert David Kraus — VILLAGE VENTURES, INC.Donald Rosaire Dion — DION MONEY MANAGEMENT LLCWilliam Swanson Peabody — VILLAGE VENTURES, INC.Russell William Howard — HIGH PEAKS MANAGEMENT COMPANY, LLC
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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