MATTHAI & ASSOCIATES INC

MATTHAI CAPITAL MANAGEMENT

WHITE MARSH, Maryland·2 registered advisors·CRD# 106314

SEC# 801-40120(410) 933-5640

01

Firm Overview

AUM

$48M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at MATTHAI & ASSOCIATES INC

2 registered advisors

George Millholland Matthai

WHITE MARSH, Maryland

Mark Andrew Edwards

WHITE MARSH, Maryland

05

Office Locations

WHITE MARSH, Maryland

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Data sourced from SEC Form ADV filings. MATTHAI & ASSOCIATES INC (CRD# 106314) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.