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Wilbur Lee Matthews

VAQUERO GLOBAL INVESTMENT LP·SAN ANTONIO, Texas
Clean recordVAQUERO GLOBAL INVESTMENT LP
3707 N. ST. MARY'S STREET, SAN ANTONIO, TX 78212CRD# 2615445Firm CRD# 145665

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wilbur Lee Matthews · SAN ANTONIO, TX
Registration
CRD #2615445 · VAQUERO GLOBAL INVESTMENT LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Wilbur Lee Matthews is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with VAQUERO GLOBAL INVESTMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
VAQUERO GLOBAL INVESTMENT LP
VAQUERO GLOBAL INVESTMENT LP
AUM
$31M
Regulatory assets under management
Employees
3
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2615445
Firm CRD# 145665
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wilbur Lee Matthews offer?
Wilbur Lee Matthews specializes in Retirement Planning, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Wilbur Lee Matthews's credentials?
Wilbur Lee Matthews is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wilbur Lee Matthews located?
Wilbur Lee Matthews is based in SAN ANTONIO, Texas, working with VAQUERO GLOBAL INVESTMENT LP. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Wilbur Lee Matthews charge for services?
Wilbur Lee Matthews'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 VAQUERO GLOBAL INVESTMENT LP?
VAQUERO GLOBAL INVESTMENT LP has approximately 3 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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