Max
Matles
Spc
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About this Advisor
Max Matles is a financial advisor based in Ann Arbor, Michigan, working with Spc. Max has previously held positions at Yorba Linda High School, University Of Redlands, Fullerton College, Orange Coast Community College, Sender One, Supatra's Thai Bistro, Rock City, Sigma Financial Corporation, Sigma Planning Corporation, and Matles Wealth Management. Max has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Max is part of Spc, which operates out of Ann Arbor, Michigan. The firm has 361 offices and 470 employees. The firm manages assets totaling $5.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, selection of other advisers, educational seminars, and other services. The fee structure at Spc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,562,939,194
470
30,541
$182,147
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
Max Matles Work History
Sigma Financial Corporation
Sigma Planning Corporation
Matles Wealth Management
Sender One
Fullerton College
Orange Coast Community College
Supatra'S Thai Bistro
Rock City
University Of Redlands
Yorba Linda High School
Disclosures
Please visit the SEC profile of Max Matles 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
Ann Arbor, MI
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Chicago, IL
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Mount Prospect, IL
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
