Unclaimed Profile

Louis Verden Ott

MATTERHORN CAPITAL ADVISORS, LLC·WEST CONSHOHOCKEN, Pennsylvania

Clean recordMATTERHORN CAPITAL ADVISORS, LLC

100 FRONT STREET, WEST CONSHOHOCKEN, PA 19428CRD# 2777643Firm CRD# 309960

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Louis Verden Ott · WEST CONSHOHOCKEN, PA

Registration

CRD #2777643 · MATTERHORN CAPITAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Louis Verden Ott is a registered financial advisor based in WEST CONSHOHOCKEN, Pennsylvania, affiliated with MATTERHORN CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Louis

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Louis is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

MATTERHORN CAPITAL ADVISORS, LLC

AUM

$260M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MATTERHORN CAPITAL ADVISORS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2777643

Firm CRD# 309960

View on FINRA BrokerCheck →

Looking for a financial advisor in WEST CONSHOHOCKEN?

Browse all registered financial advisors in WEST CONSHOHOCKEN, Pennsylvania or claim this profile if it's yours.

Browse WEST CONSHOHOCKEN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Louis Verden Ott offer?

Louis Verden Ott specializes in Retirement Planning. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.

What are Louis Verden Ott's credentials?

Louis Verden Ott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Louis Verden Ott located?

Louis Verden Ott is based in WEST CONSHOHOCKEN, Pennsylvania, working with MATTERHORN CAPITAL ADVISORS, LLC. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.

How does Louis Verden Ott charge for services?

Louis Verden Ott's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MATTERHORN CAPITAL ADVISORS, LLC?

MATTERHORN CAPITAL ADVISORS, LLC has approximately 7 employees and manages $260M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →