Unclaimed Profile

William Gilmor Costin

MATTERHORN CAPITAL ADVISORS, LLC·WEST CONSHOHOCKEN, Pennsylvania

SIE, Series 6, Series 22, Series 63, Series 65Clean record8 years registeredMATTERHORN CAPITAL ADVISORS, LLC

100 FRONT STREET, WEST CONSHOHOCKEN, PA 19428CRD# 4495453Firm CRD# 309960

Profile Verification

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

Identity

William Gilmor Costin · WEST CONSHOHOCKEN, PA

Registration

CRD #4495453 · MATTERHORN CAPITAL ADVISORS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

VIGILANT DISTRIBUTORS, LLC

Sep 2018 – present

DAKOTA INVESTMENTS, LLC

Feb 2018 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 22

Series 63

Series 65

Registration record

First registered · February 12, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MATTERHORN CAPITAL ADVISORS, LLC

CRD 309960 · SEC 801-127880

AUM

$260M

Regulatory assets under management

Employees

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 William Gilmor Costin offer?

William Gilmor Costin specializes in Retirement Planning. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.

What are William Gilmor Costin's credentials?

William Gilmor Costin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Gilmor Costin located?

William Gilmor Costin 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 William Gilmor Costin charge for services?

William Gilmor Costin'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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