Matthew
Martindale
Keel Point, LLC
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About this Advisor
Matthew Martindale is a financial advisor who works in Arnold, Maryland who has 2 years of industry experience. Martindale is currently employed by Keel Point, LLC. Their career trajectory has included roles at Keel Point, LLC, Amazon and Student. Martindale maintains a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Maryland and Virginia. Keel Point, LLC is a financial advisory company that has its headquarters in Huntsville, AL. The investment advisory business has offices in nine locations and a total of 83 employees. It handles $3 billion in assets under management between its 4,850 accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to seven charities and foundations. Of its 4,850 accounts, 44% belong to high-net-worth investors who have more than $1 million in investable assets. The business provides a broad range 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, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types billed by Keel Point, LLC most likely are comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keel Point, LLC Brokerage Details
$2,549,034,075
83
4,850
$525,574
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
- Selection of other advisers
- Other
Matthew Martindale Work History
Matthew has been registered as a financial advisor for 2 years.*
Keel Point, LLC
Amazon
Amazon
Amazon
Amazon
Student
*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 Martindale 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 Keel Point, LLC
Huntsville, AL
Huntsville, AL
Chattanooga, TN
Huntsville, AL
Arnold, MD
Huntsville, AL
Huntsville, AL
Vienna, VA
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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