Unclaimed Profile

Juan Antonio Landa

MATTERHORN CAPITAL MANAGEMENT, LLC·SAN ANTONIO, Texas

SIE, Series 7, Series 63, Series 65Clean record21 years registeredMATTERHORN CAPITAL MANAGEMENT, LLC

3512 PAESANOS PARKWAY, SAN ANTONIO, TX 78231CRD# 4899993Firm CRD# 133766

Profile Verification

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

Identity

Juan Antonio Landa · SAN ANTONIO, TX

Registration

CRD #4899993 · MATTERHORN CAPITAL MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

LUTHER KING CAPITAL MANAGEMENT CORPORATION

Jan 2022 – present

AVALON INVESTMENT & ADVISORY

Dec 2016 – Jan 2022

San Antonio, TX

MATTERHORN CAPITAL MANAGEMENT, LLC

Feb 2005 – Dec 2016

SAN ANTONIO, TX

SOUTH TEXAS MONEY MANAGEMENT, LTD.

Dec 2004 – Mar 2005

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · December 3, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MATTERHORN CAPITAL MANAGEMENT, LLC

CRD 133766 · SEC 801-67876

AUM

$420M

Regulatory assets under management

Employees

445 client accounts

Services offered by MATTERHORN CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at MATTERHORN CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Juan Antonio Landa offer?

Juan Antonio Landa specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Juan Antonio Landa's credentials?

Juan Antonio Landa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Juan Antonio Landa located?

Juan Antonio Landa is based in SAN ANTONIO, Texas, working with MATTERHORN CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Juan Antonio Landa charge for services?

Juan Antonio Landa'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 MANAGEMENT, LLC?

MATTERHORN CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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