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Matthew Christopher Daugherty

BALANCED WEALTH GROUP LLC·WESTLAKE, Ohio
Unclaimed Profile
1991 CROCKER ROAD, WESTLAKE, OH 44145CRD# 4433690Firm CRD# 328007
01

About

Matthew Christopher Daugherty is a registered financial advisor based in WESTLAKE, Ohio, affiliated with BALANCED WEALTH GROUP 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
BALANCED WEALTH GROUP LLC
BALANCED WEALTH GROUP LLC
AUM
$342M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at BALANCED WEALTH GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4433690
Firm CRD# 328007
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Christopher Daugherty offer?
Matthew Christopher Daugherty specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE, Ohio for a consultation.
What are Matthew Christopher Daugherty's credentials?
Matthew Christopher Daugherty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Christopher Daugherty located?
Matthew Christopher Daugherty is based in WESTLAKE, Ohio, working with BALANCED WEALTH GROUP LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.
How does Matthew Christopher Daugherty charge for services?
Matthew Christopher Daugherty'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 BALANCED WEALTH GROUP LLC?
BALANCED WEALTH GROUP LLC has approximately 11 employees and manages $342M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
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Research
Advisor Fees in OhioNational Fee Analysis
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