Alex
Mathe-Cathala
Lifeworks Advisors, LLC
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About this Advisor
Alex Mathe-Cathala is a financial advisor who works out of Grand Rapids, Michigan with 2 years of industry experience. Mathe-Cathala is on the advisory team at Lifeworks Advisors, LLC. Mathe-Cathala has gained experience at Lifeworks Advisors, Lycee De La Venise Verte, Lycee Montaigne, Hec Paris, Lazzard Asset Management, Rothschild, Morgan Stanley, Massachusetts Institute Of Technology and Aimvest Technologies Inc. Mathe-Cathala has a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Michigan. Lifeworks Advisors, LLC is an advisory firm that has its headquarters in Grand Rapids, MI. The company has offices in 10 locations and a total of 24 people on staff. It handles $261 million in assets among its 1,384 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,384 client accounts, 28% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management are based on which services the firm provides the client. However, fee types billed by Lifeworks Advisors, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifeworks Advisors, LLC Brokerage Details
$261,198,376
24
1,384
$188,727
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Alex Mathe-Cathala Work History
Alex has been registered as a financial advisor for 2 years.*
Lifeworks Advisors
Aimvest Technologies Inc
Morgan Stanley
Massachusetts Institute Of Technology
Rothschild
Lazzard Asset Management
Hec Paris
Lycee Montaigne
Lycee De La Venise Verte
*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 Alex Mathe-Cathala 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 Lifeworks Advisors, LLC
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Laguna Beach, CA
Grand Rapids, MI
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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