Matthew
Falkowski

Seabridge Investment Advisors LLC

CRD#5450079
Investment Advisor
in Atlanta, GA

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About this Advisor

Matthew Falkowski is a financial advisor based in Atlanta, Georgia, working with Seabridge Investment Advisors LLC. Matthew has previously held a position at Seabridge Investment Advisors LLC and is registered to provide services in Georgia, New Jersey, and Texas. Currently, Matthew is part of Seabridge Investment Advisors LLC, which operates out of Atlanta, Georgia. The firm has 1 office and 11 employees. The firm manages assets totaling $434.4 million and serves a variety of clients, including charitable organizations and 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 Seabridge Investment Advisors LLC includes asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1777 Northeast Expressway Ne, Suite 220
Atlanta, GA 30329

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Seabridge Investment Advisors LLC Brokerage Details

Total Assets Under Management

$434,437,239

GA Average: $10,121,009,343
Total Number of Employees

11

GA Average: 92
Total Number of Accounts

328

GA Average: 6,978
Average Account Size

$1,324,504

GA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Matthew Falkowski Work History

2014 - Present (10 years)

Seabridge Investment Advisors LLC

Disclosures

Please visit the SEC profile of Matthew Falkowski 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 Seabridge Investment Advisors LLC

Matthew Falkowski
Atlanta, GA
Christopher Hohlstein
Atlanta, GA
Howard Chin
Summit, NJ
Adrian Morffi
Atlanta, GA
Nicole Goberman
Summit, NJ
David Descalzi
Summit, NJ
Robert Kolyer
Summit, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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