Matthew
Hooper

The Ayco Company, L.P

CRD#4770884
Investment Advisor
in Atlanta, GA

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About this Advisor

Matthew Hooper is a financial advisor based in Atlanta, Georgia, working with The Ayco Company, L.P. Matthew has previously held positions at The Ayco Company, L.P./Mercer Allied and Ayco/Goldman Sachs & Co. LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Matthew is part of The Ayco Company, L.P, which operates out of Atlanta, Georgia. The firm has 24 offices and 1,792 employees. The firm manages assets totaling $25.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at The Ayco Company, L.P includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

3550 Peachtree Road Ne Suite 1000
Atlanta, GA 30326

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The Ayco Company, L.P Brokerage Details

Total Assets Under Management

$25,870,062,000

GA Average: $7,464,549,021
Total Number of Employees

1,792

GA Average: 88
Total Number of Accounts

46,004

GA Average: 3,892
Average Account Size

$562,344

GA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Matthew Hooper Work History

2021 - Present (3 years)

Ayco/Goldman Sachs & Co. LLC

2008 - 2021 (13 years)

The Ayco Company, L.P./Mercer Allied

Disclosures

Please visit the SEC profile of Matthew Hooper 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 The Ayco Company, L.P

John Hart
Newport Beach, CA
Emily Ferrero
Chicago, IL
Daniel Yankowski
Cohoes, NY
Stephen Andros
Canonsburg, PA
Kevin Wright
Morristown, NJ
Trevar Brown
Miami, FL
Stephen Taylor
Irving, TX
Soraya Sartipi
Atlanta, GA

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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