Matthew
Mckinney
Moler Capital Management
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About this Advisor
Matthew Mckinney is a financial advisor based in Las Vegas, Nevada with a total of 7 years of industry experience. Mckinney is on the advisory team at Moler Capital Management. Their career trajectory has included roles at Moler Capital Management and Capistrano Unified School District. Mckinney maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in California. Moler Capital Management is a financial advisory business with a branch in Las Vegas, Nevada. It handles $147 million in assets under management across its 304 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 304 customer accounts, 45% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Moler Capital Management offers portfolio management for individuals and small businesses. Fees for financial management typically are based on which services the firm provides the client. However, fees billed by Moler Capital Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moler Capital Management Brokerage Details
$147,277,381
3
304
$484,465
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Matthew Mckinney Work History
Matthew has been registered as a financial advisor for 7 years.*
Moler Capital Management
Capistrano Unified School District
*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 Mckinney 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 Moler Capital Management
Las Vegas, NV
Las Vegas, NV
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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