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D. MATTERSDORFF LLC
CRD 134150
393 N. STATE STREET, LAKE OSWEGO, OR, 97034, United States
Phone
(510) 842-6060
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$61.9M
Discretionary AUM
$61.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.8M |
| High net worth individuals | 11 | $60.1M |
All web addresses on file
Official SEC filing: View on IAPD