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Jordan Davis Mathews

SAGE HARBOR ADVISORS, INC.·HOUSTON, Texas
Clean recordSAGE HARBOR ADVISORS, INC.
2121 SAGE RD., SUITE 380, HOUSTON, TX 77056CRD# 5650543Firm CRD# 107461

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jordan Davis Mathews · HOUSTON, TX
Registration
CRD #5650543 · SAGE HARBOR ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jordan Davis Mathews is a registered financial advisor based in HOUSTON, Texas, affiliated with SAGE HARBOR ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SAGE HARBOR ADVISORS, INC.
SAGE HARBOR ADVISORS, INC.
AUM
$91M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SAGE HARBOR ADVISORS, INC. →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Other: FEE-SHARING ARRANGEMENT WITH ASCENSION CAPITAL ADVISORS, INC.
Regulatory
SEC/IARD CRD# 5650543
Firm CRD# 107461
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jordan Davis Mathews offer?
Jordan Davis Mathews specializes in Investment Management. Contact their office in HOUSTON, Texas for a consultation.
What are Jordan Davis Mathews's credentials?
Jordan Davis Mathews is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jordan Davis Mathews located?
Jordan Davis Mathews is based in HOUSTON, Texas, working with SAGE HARBOR ADVISORS, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Jordan Davis Mathews charge for services?
Jordan Davis Mathews's firm is compensated through percentage of aum, other: fee-sharing arrangement with ascension capital advisors, inc.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGE HARBOR ADVISORS, INC.?
SAGE HARBOR ADVISORS, INC. has approximately 1 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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