MATTERHORN CAPITAL ADVISORS, LLC

WEST CONSHOHOCKEN, Pennsylvania·2 registered advisors·CRD# 309960
SEC# 801-1278800610-940-5303
01

Firm Overview

AUM
$260M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at MATTERHORN CAPITAL ADVISORS, LLC

2 registered advisors
Louis Verden Ott
WEST CONSHOHOCKEN, Pennsylvania
William Gilmor Costin
WEST CONSHOHOCKEN, Pennsylvania
05

Office Locations

WEST CONSHOHOCKEN, Pennsylvania
2 advisors

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Data sourced from SEC Form ADV filings. MATTERHORN CAPITAL ADVISORS, LLC (CRD# 309960) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.