Matthew
Sepulveda
Taylor Frigon Capital Management LLC
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About this Advisor
Matthew Sepulveda is a chartered financial analyst based out of Scottsdale, Arizona who has 2 years of industry experience. Sepulveda is on the advisory team at Taylor Frigon Capital Management LLC. Throughout their career, Sepulveda has worked at Taylor Frigon Capital Management, Boston University, Csu At Sacramento and Taylor Frigon Family Office. Sepulveda holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in California. Taylor Frigon Capital Management LLC is a company operating out of Scottsdale, AZ. The company has offices in three locations and a total of 13 employees. It manages $265 million in total assets across its 132 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 132 client accounts, 88% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Taylor Frigon Capital Management LLC offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management largely vary depending on the type of financial services offered. However, fee types billed by Taylor Frigon Capital Management LLC most likely are comprised of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Taylor Frigon Capital Management LLC Brokerage Details
$264,461,225
13
132
$2,003,494
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Matthew Sepulveda Work History
Matthew has been registered as a financial advisor for 2 years.*
Taylor Frigon Family Office
Taylor Frigon Capital Management
Boston University
Csu At Sacramento
*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 Sepulveda 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 Taylor Frigon Capital Management LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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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