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Matthew Philip Snipes

TOPSAIL WEALTH MANAGEMENT LLC·CHARLOTTE, North Carolina
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10800 SIKES PLACE, CHARLOTTE, NC 28277CRD# 5090137Firm CRD# 331098
01

About

Matthew Philip Snipes is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with TOPSAIL WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TOPSAIL WEALTH MANAGEMENT LLC
TOPSAIL WEALTH MANAGEMENT LLC
AUM
$876M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at TOPSAIL WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5090137
Firm CRD# 331098
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Philip Snipes offer?
Matthew Philip Snipes specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Matthew Philip Snipes's credentials?
Matthew Philip Snipes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Philip Snipes located?
Matthew Philip Snipes is based in CHARLOTTE, North Carolina, working with TOPSAIL WEALTH MANAGEMENT LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Matthew Philip Snipes charge for services?
Matthew Philip Snipes's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOPSAIL WEALTH MANAGEMENT LLC?
TOPSAIL WEALTH MANAGEMENT LLC has approximately 3 employees and manages $876M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHARLOTTE
Martin Mung Loon Wai — COVENANT CREDIT PARTNERS, LLCRon Baron — COVENANT CREDIT PARTNERS, LLCJames Jeffrey Bibbings — FUNDSEEDER INVESTMENTS, LLCThomas Michael Finke — BARINGS LLCM. Timothy Corbett — BARINGS LLC
Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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