Matthew
Hawk
Cambridge Capital Management, LLC
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About this Advisor
Matthew Hawk is a certified financial planner based in O Fallon, Illinois who has 10 years of relevant experience. Hawk works at Cambridge Capital Management, LLC. They have been an employee of Cambridge Capital Management, Llc for their entire career. Hawk maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Illinois and Missouri. Cambridge Capital Management, LLC is a registered investment firm that has its headquarters in O Fallon, IL. The firm has just five advisors. It handles $270 million in assets across its 928 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves three charities and foundations. Of its 928 customer accounts, 20% belong to high-net-worth clients who have at least $1 million in assets available to invest. Cambridge Capital Management, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees depend on which services the firm provides the client. Fee types billed by Cambridge Capital Management, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Capital Management, LLC Brokerage Details
$270,123,194
5
928
$291,081
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Matthew Hawk Work History
Matthew has been registered as a financial advisor for 10 years.*
Cambridge 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 Hawk 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 Cambridge Capital Management, LLC
O Fallon, IL
O Fallon, IL
O Fallon, IL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
