Miles
Matheson
Mesirow Financial Investment Management, Inc
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About this Advisor
Miles Matheson is a financial advisor operating out of Littleton, Colorado with 4 years of industry experience. Matheson works at Mesirow Financial Investment Management, Inc. Over the course of their career, Matheson has held roles at Mesirow Financial, Inc, Northern Trust Hedge Fund Services, Unemployed/Studying For The Bar, Valparaiso University Sports Law Clinic, Brown County State'S Attorney'S Office and Law School. Matheson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Colorado and Illinois. Mesirow Financial Investment Management, Inc is a registered investment business that has its headquarters in Chicago, IL. It has offices in 14 locations and a total of 197 financial advisors. It oversees $43 billion in total assets across its 13,079 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 20 charitable organizations. Mesirow Financial Investment Management, Inc provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice usually vary depending on which services the firm provides the client. However, fee types billed by Mesirow Financial Investment Management, Inc most likely consist of some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mesirow Financial Investment Management, Inc Brokerage Details
$43,288,550,000
197
13,079
$3,309,775
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Miles Matheson Work History
Miles has been registered as a financial advisor for 4 years.*
Mesirow Financial, Inc
Northern Trust Hedge Fund Services
Unemployed/Studying For The Bar
Valparaiso University Sports Law Clinic
Brown County State'S Attorney'S Office
Law School
*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 Miles Matheson 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 Mesirow Financial Investment Management, Inc
Littleton, CO
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Highland Park, IL
Indianapolis, IN
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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