Matthew
Mcewen
Arrowroot Family Office, LLC
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About this Advisor
Matthew Mcewen is a financial advisor operating in Marina Del Rey, California with a total of 1 year of industry experience. Mcewen is an advisor for Arrowroot Family Office, LLC. The advisor has gained experience at Adp and Edward Jones. Mcewen has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan and Texas. Arrowroot Family Office, LLC is a financial advisory company that has its headquarters in Marina Del Rey, CA. The company has offices in three locations and a total of 17 advisors. It has $252 million in assets under management among its 1,206 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,206 customer accounts, 36% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a broad assortment of services, including 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, publication of newsletters and educational seminars. A financial advisor's fees typically depend on which services are offered. Fees billed by Arrowroot Family Office, LLC most likely include some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arrowroot Family Office, LLC Brokerage Details
$251,832,680
17
1,206
$208,816
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Mcewen Work History
Matthew has been registered as a financial advisor for 1 years.*
Edward Jones
Adp
*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 Mcewen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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