Matthew
Mcewen
Arrowroot Family Office, LLC
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About this Advisor
Matthew Mcewen is a financial advisor based in Marina Del Rey, California, working with Arrowroot Family Office, LLC. Matthew has previously held positions at ADP and Edward Jones. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Michigan and Texas. Currently, Matthew is part of Arrowroot Family Office, LLC, which operates out of Marina Del Rey, California. The firm has 4 offices and 17 employees. The firm manages assets totaling $308.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Arrowroot Family Office, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arrowroot Family Office, LLC Brokerage Details
$308,775,317
17
1,347
$229,232
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Mcewen Work History
Edward Jones
Adp
Disclosures
Please visit the SEC profile of Matthew Mcewen 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 Arrowroot Family Office, LLC
Rochester, MI
Marina Del Rey, CA
Marina Del Rey, CA
Marina Del Rey, CA
El Dorado Hills, CA
Marina Del Rey, CA
Charlottesville, VA
Tacoma, WA
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