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Louis Verden Ott

MATTERHORN CAPITAL ADVISORS, LLC·WEST CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
100 FRONT STREET, WEST CONSHOHOCKEN, PA 19428CRD# 2777643Firm CRD# 309960
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MATTERHORN CAPITAL ADVISORS, LLC
MATTERHORN CAPITAL ADVISORS, LLC
AUM
$260M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MATTERHORN CAPITAL ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2777643
Firm CRD# 309960
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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