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MATTHEWS ADVISORS, LLC
CRD 114456
3125 AUSTIN BLUFFS PARKWAY, COLORADO SPRINGS, CO, 80918, United States
Phone
719-344-2992
Fax
877-285-3113
Registration
— (—)
Source
State registered
Total AUM
$57.5M
Discretionary AUM
$57.5M
Team
1 total employees; 1 advisory reps; 76 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $17.4M |
| High net worth individuals | 14 | $40.0M |
All web addresses on file
Official SEC filing: View on IAPD