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MATTERHORN CAPITAL MANAGEMENT, LLC
MATTERHORN CAPITAL MANAGEMENT, LLC
SAN ANTONIO, Texas
·
3 registered advisors
·
CRD# 133766
SEC# 801-67876
210.694.4329
01
Firm Overview
AUM
$420M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at MATTERHORN CAPITAL MANAGEMENT, LLC
3 registered advisors
Harry Meade Flavin
SAN ANTONIO, Texas
CRD# 4344740
Jeffrey Powell Bailey
SAN ANTONIO, Texas
CRD# 5700223
Juan Antonio Landa
SAN ANTONIO, Texas
CRD# 4899993
05
Office Locations
SAN ANTONIO, Texas
3 advisors
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Data sourced from SEC Form ADV filings. MATTERHORN CAPITAL MANAGEMENT, LLC (CRD# 133766) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.