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Eric David Mattinson

TWIN CITY PRIVATE WEALTH, LLC·WINSTON-SALEM, North Carolina
Unclaimed Profile
301 N MAIN STREET, WINSTON-SALEM, NC 27101CRD# 5418710Firm CRD# 315836
01

About

Eric David Mattinson is a registered financial advisor based in WINSTON-SALEM, North Carolina, affiliated with TWIN CITY PRIVATE WEALTH, LLC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
TWIN CITY PRIVATE WEALTH, LLC
TWIN CITY PRIVATE WEALTH, LLC
AUM
$111M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at TWIN CITY PRIVATE WEALTH, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5418710
Firm CRD# 315836
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric David Mattinson offer?
Eric David Mattinson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WINSTON-SALEM, North Carolina for a consultation.
What are Eric David Mattinson's credentials?
Eric David Mattinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric David Mattinson located?
Eric David Mattinson is based in WINSTON-SALEM, North Carolina, working with TWIN CITY PRIVATE WEALTH, LLC. Their office serves clients in the WINSTON-SALEM metropolitan area and surrounding communities.
How does Eric David Mattinson charge for services?
Eric David Mattinson'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 TWIN CITY PRIVATE WEALTH, LLC?
TWIN CITY PRIVATE WEALTH, LLC has approximately 6 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WINSTON-SALEM
Michael Andrew Carter — VERGER CAPITAL MANAGEMENT LLCCharles Collett Patton — MIMOSA INVESTMENT MANAGEMENT, LLCRobert Hairston Kluttz — MIMOSA INVESTMENT MANAGEMENT, LLCDavid Wright Dupree — VERGER CAPITAL MANAGEMENT LLCSr. Kenneth Brown — KENSINGTON FINANCIAL GROUP, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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