Alex
Mathe-Cathala
Lifeworks Advisors, LLC
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About this Advisor
Alex Mathe-Cathala is a financial advisor based in Grand Rapids, Michigan, working with Lifeworks Advisors, LLC. Alex has previously held positions at Lifeworks Advisors, Lycee Montaigne, Hec Paris, Lazzard Asset Management, Rothschild, Morgan Stanley, Massachusetts Institute Of Technology, and Aimvest Technologies Inc. Alex has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Alex is part of Lifeworks Advisors, LLC, which operates out of Grand Rapids, Michigan. The firm has 24 offices and 31 employees. The firm manages assets totaling $421.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Lifeworks Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lifeworks Advisors, LLC Brokerage Details
$421,833,413
31
2,040
$206,781
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
Lifeworks Advisors
Aimvest Technologies Inc
Morgan Stanley
Massachusetts Institute Of Technology
Rothschild
Lazzard Asset Management
Hec Paris
Lycee Montaigne
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
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