Matthew
Eichorn

Spc

CRD#6082316
Investment Advisor
in Adrian, MI

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About this Advisor

Matthew Eichorn is a financial advisor who works out of Adrian, Michigan, with 6 years of industry experience. Eichorn works at Spc. They have been an employee of Spc for their complete career. Eichorn has Series 66 and Series 63 licenses, designating them as a securities broker, and is registered to work in Florida, Michigan and Ohio. Spc is a financial advisory firm that has its headquarters in Ann Arbor, MI. The firm has offices in 426 locations and a total of 610 advisors. It oversees $6 billion in total assets across its 34,594 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 20 charities and foundations. Of its 34,594 accounts, just 8% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Spc provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules depend on which services are provided. Fees billed by Spc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

6 years

Services Offered

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

203 N. Broad St.
Adrian, MI 49221

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Spc Brokerage Details

Total Assets Under Management

$5,964,256,852

MI Average: $943,424,332
Total Number of Employees

610

MI Average: 21
Total Number of Accounts

34,594

MI Average: 1,586
Average Account Size

$172,407

MI Average: $594,845

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
  • Educational seminars/workshops
  • Other

Matthew Eichorn Work History

Matthew has been registered as a financial advisor for 6 years.*

2012 - Present (12 years)

Sigma Financial Corporation

*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 Eichorn 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 Spc

Robert Wojcik
Madison, MS
Adam Handler
Ann Arbor, MI
Kevin Howard
Novi, MI
Steven Abbey
Dallas, TX
Mikel Rosenberry
Fort Lauderdale, FL
Chad Hyllested
Colorado Springs, CO
Craig Johnson
Ann Arbor, MI
Edward Murray
Ann Arbor, 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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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.

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