Matthew
Allgeyer

Fyra Capital Management

CRD#4434656
Investment Advisor
in Saint Charles, MO

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About this Advisor

Matthew Allgeyer is a financial advisor based in Saint Charles, Missouri, working with Fyra Capital Management. Matthew has previously held positions at Vsr Financial Services, Inc, Vsr Advisory Services, Inc, Wamhoff Financial Planning, Calton & Associate, Inc, Fyra LLC Dba Capital Management, Ae Financial Services, Equitas Accounting, LLC, Council Of Financial Educators, Pineridge Advisors, LLC Dba Fyra Capital Management, and Fyra Capital Management. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri and Texas. Currently, Matthew is part of Fyra Capital Management, which operates out of Saint Charles, Missouri. The firm has 1 office and 10 employees. The firm manages assets totaling $393.5 million and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Fyra Capital Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1520 South 5Th Street Suite 300
Saint Charles, MO 63303

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Fyra Capital Management Brokerage Details

Total Assets Under Management

$393,499,399

MO Average: $11,469,110,461
Total Number of Employees

10

MO Average: 458
Total Number of Accounts

2,072

MO Average: 33,415
Average Account Size

$189,913

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Matthew Allgeyer Work History

2022 - Present (2 years)

Equitas Accounting, LLC

2021 - Present (3 years)

Fyra LLC Dba Capital Management

2021 - Present (3 years)

Ae Financial Services

2021 - Present (3 years)

Pineridge Advisors, LLC Dba Fyra Capital Management

2021 - Present (3 years)

Fyra Capital Management

2020 - Present (4 years)

Council Of Financial Educators

2013 - Present (11 years)

Wamhoff Financial Planning

2016 - 2021 (5 years)

Calton & Associate, Inc

2013 - 2016 (3 years)

Vsr Financial Services, Inc

2013 - 2016 (3 years)

Vsr Advisory Services, Inc

Disclosures

Please visit the SEC profile of Matthew Allgeyer 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 Fyra Capital Management

Andrew Buehler
Saint Charles, MO
Kyle Jones
Saint Charles, MO
Chandler Williamson
Saint Charles, MO
Matthew Allgeyer
Saint Charles, MO
Megan Miener
Saint Charles, MO
Christopher Ferrara
Saint Charles, MO

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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