Unclaimed Profile

William Gilmor Costin

MATTERHORN CAPITAL ADVISORS, LLC·WEST CONSHOHOCKEN, Pennsylvania

Clean recordMATTERHORN 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Gilmor Costin 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

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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# 4495453

Firm CRD# 309960

View on FINRA BrokerCheck →

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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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