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Louis Verden Ott

MATTERHORN CAPITAL ADVISORS, LLC·WEST CONSHOHOCKEN, Pennsylvania
SIE, Series 7, Series 16, Series 63Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 16
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MATTERHORN CAPITAL ADVISORS, LLC
CRD 309960 · SEC 801-127880
AUM
$260M
Regulatory assets under management
Employees
7
1 client accounts
Services offered by MATTERHORN CAPITAL ADVISORS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at MATTERHORN CAPITAL ADVISORS, LLC →
Introduction

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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.
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Other Advisors at MATTERHORN CAPITAL ADVISORS, LLC

William Gilmor Costin
WEST CONSHOHOCKEN, PA

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Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)HARRISBURG (47)
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Research
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