Matthew
Burton
Narwhal Capital Management
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About this Advisor
Matthew Burton is a chartered financial analyst based out of Marietta, Georgia who has 18 years of industry experience. Burton is on the advisory team at Narwhal Capital Management. They have spent the entirety of their career at Narwhal Capital Management. Burton is approved to serve investors in Georgia and Texas. Narwhal Capital Management is a registered investment company that has its headquarters in Marietta, GA. It administers $1 billion in total assets between its 618 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves five charitable organizations. Of its 618 client accounts, 29% are held by high-net-worth clients who have more than $1 million in assets available to invest. Narwhal Capital Management provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely vary depending on which services are offered. However, fees charged by Narwhal Capital Management likely consist of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Narwhal Capital Management Brokerage Details
$1,296,298,600
18
618
$2,097,571
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
- Pension consulting services
Matthew Burton Work History
Matthew has been registered as a financial advisor for 18 years.*
Narwhal Capital Management, LLC
*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 Burton 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 Narwhal Capital Management
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
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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