Matthew
Henderson

Logia Portfolio Management

CRD#2565726
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Matthew Henderson is a chartered financial analyst operating out of Scottsdale, Arizona with a total of 2 years of relevant experience. Henderson is currently employed by Logia Portfolio Management. Over the course of their career, Henderson has held roles at Intrinsic Value Partners, LLC and Capital Investment Counsel, Inc. Henderson maintains a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in Kansas. Logia Portfolio Management is a firm operating out of Overland Park, KS. The firm has offices in two locations and just two people on staff. It handles $726 million in total assets across its one client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Logia Portfolio Management provides portfolio management for institutional clients. Fees for financial advice usually are based on which services the firm provides the client. However, fees billed by Logia Portfolio Management typically consist of other fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Portfolio management for businesses or institutional clients

Fee Structure

Others

Office Location

7047 E Greenway Parkway Suite 150
Scottsdale, AZ 85254

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Logia Portfolio Management Brokerage Details

Total Assets Under Management

$725,852,256

AZ Average: $2,243,162,756
Total Number of Employees

2

AZ Average: 44
Total Number of Accounts

1

AZ Average: 4,091
Average Account Size

$725,852,256

AZ Average: $548,316

Investment Advisory Services

  • Portfolio management for businesses or institutional clients

Matthew Henderson Work History

Matthew has been registered as a financial advisor for 2 years.*

2013 - Present (11 years)

Intrinsic Value Partners, LLC

2006 - 2013 (7 years)

Capital Investment Counsel, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Henderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Logia Portfolio Management

Matthew Heimann
Overland Park, KS
Matthew Henderson
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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