MATTERN CAPITAL MANAGEMENT, LLC

LAKEWOOD, Colorado·2 registered advisors·CRD# 299342
SEC# 801-1145221720-710-2934
01

Firm Overview

AUM
$918M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MATTERN CAPITAL MANAGEMENT, LLC

2 registered advisors
Caryn M Egbert
LAKEWOOD, Colorado
Perry Joseph Mattern
LAKEWOOD, Colorado
05

Office Locations

LAKEWOOD, Colorado
2 advisors

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Data sourced from SEC Form ADV filings. MATTERN CAPITAL MANAGEMENT, LLC (CRD# 299342) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.