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MATTERHORN CAPITAL ADVISORS, LLC
MATTERHORN CAPITAL ADVISORS, LLC
WEST CONSHOHOCKEN, Pennsylvania
·
5 registered advisors
·
CRD# 309960
SEC# 801-127880
0
610-940-5303
01
Firm Overview
AUM
$260M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
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
5 registered advisors
Louis Verden Ott
WEST CONSHOHOCKEN, Pennsylvania
CRD# 2777643
Peter Christopher Morse
WEST CONSHOHOCKEN, Pennsylvania
CRD# 818685
Richard Brown Worley
WEST CONSHOHOCKEN, Pennsylvania
CRD# 472838
Ryan C. Mclaughlin
WEST CONSHOHOCKEN, Pennsylvania
CRD# 5917784
William Gilmor Costin
WEST CONSHOHOCKEN, Pennsylvania
CRD# 4495453
05
Office Locations
WEST CONSHOHOCKEN, Pennsylvania
5 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
.