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NO-LOAD ASSET MANAGEMENT

KING, MATTHEW COCHRANE

CRD 136309

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$66.8M

Discretionary AUM

$66.8M

Team

3 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-03-12

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals73$18.4M
High net worth individuals19$48.4M

Official SEC filing: View on IAPD