Kimberly
Matisoff
Arta Finance
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About this Advisor
Kimberly Matisoff is a financial advisor based in Mountain View, California, working with Arta Finance. Kimberly has previously held positions at Eaton Vance Management, Eaton Vance Distributors, Inc, Pioneer Investments, Ec Securities LLC, Upside Marketplace, LLC, Way Maker Real Estate Partners, LLC, Aream Advisors LLC, Arta Finance, and Nomad Investment Services. Kimberly has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Kimberly is part of Arta Finance, which operates out of Mountain View, California. The firm has 98 employees and manages assets totaling $134.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Arta Finance includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arta Finance Brokerage Details
$134,905,755
98
2,636
$51,178
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kimberly Matisoff Work History
Way Maker Real Estate Partners, LLC
Aream Advisors LLC
Arta Finance
Nomad Investment Services
Upside Marketplace, LLC
Ec Securities LLC
Eaton Vance Management
Eaton Vance Distributors, Inc
Pioneer Investments
Disclosures
Please visit the SEC profile of Kimberly Matisoff 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 Arta Finance
Mountain View, CA
Seattle, WA
Miami Shores, FL
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