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MATTERHORN FINANCIAL PLANNING
MATTERHORN FINANCIAL PLANNING LLC
CRD 167996
312 W. CENTER STREET, POCATELLO, ID, 83204, United States
Phone
208-417-8330
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 61 broker-dealer reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-06
Disciplinary history
No
Services
Financial planningSelection of other advisersEducational seminarsINCOME TAX SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | — |
| High net worth individuals | 39 | — |
All web addresses on file
Official SEC filing: View on IAPD