AdvisorOS Directory
Claim Profile
ML

Matthew James Lindholm

CAZ INVESTMENTS L.P.·HOUSTON, Texas
Unclaimed Profile
ONE RIVERWAY, HOUSTON, TX 77056CRD# 5932425Firm CRD# 113931
01

About

Matthew James Lindholm is a registered financial advisor based in HOUSTON, Texas, affiliated with CAZ INVESTMENTS L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CAZ INVESTMENTS L.P.
CAZ INVESTMENTS L.P.
AUM
$6.4B
Regulatory assets under management
Employees
48
Total firm employees
View all advisors at CAZ INVESTMENTS L.P. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5932425
Firm CRD# 113931
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Matthew James Lindholm offer?
Matthew James Lindholm specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Matthew James Lindholm's credentials?
Matthew James Lindholm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew James Lindholm located?
Matthew James Lindholm is based in HOUSTON, Texas, working with CAZ INVESTMENTS L.P.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Matthew James Lindholm charge for services?
Matthew James Lindholm'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 CAZ INVESTMENTS L.P.?
CAZ INVESTMENTS L.P. has approximately 48 employees and manages $6.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HOUSTON
Mark Stanley Brooks — NEXT FINANCIAL GROUP, INC.William David Hanna — SAROFIM TRUST COMark Francis Hansen — QUANTLAB CAPITAL MANAGEMENT, LLCRonnie Howard Montgomery — WEALTHCETERA, LLCSelvaraj Jayaraman — WEALTHCETERA, LLC
Nearby cities in Texas
DALLAS (2230)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
DALLAS GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile