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MATTERN CAPITAL MANAGEMENT, LLC
CRD 299342 · SEC 801-114522
165 S. UNION BLVD, SUITE 780, LAKEWOOD, CO, 80228, United States
Phone
720-710-2934
Fax
(720) 710-2924
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.07B
Discretionary AUM
$1.07B
Team
9 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 169 | $53.1M |
| High net worth individuals | 235 | $984.9M |
| Corporations/business entities | 6 | $1.7M |
States served
AZ, CA, CO, LA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD