Mary Jane
Matts

Foundry Partners, LLC

CRD#4328475
Investment Advisor
in Cleveland, OH

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About this Advisor

Mary Jane Matts is a financial advisor based out of Cleveland, Ohio with 5 years of industry experience. Matts works at Foundry Partners, LLC. They have spent their complete time as a financial advisor at Foundry Partners, Llc. Matts can advise clients in Ohio. Foundry Partners, LLC is a business operating out of Minneapolis, MN. The company has a total of 20 advisors. It has $2 billion in assets under management among its 65 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 65 customer accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets. Foundry Partners, LLC performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types billed by Foundry Partners, LLC likely are comprised of any combination of asset-based and performance-based fees.

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

700 W St Clair Ave #300
Cleveland, OH 44113

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Foundry Partners, LLC Brokerage Details

Total Assets Under Management

$1,889,017,724

OH Average: $5,289,111,388
Total Number of Employees

20

OH Average: 157
Total Number of Accounts

65

OH Average: 8,262
Average Account Size

$29,061,811

OH Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Mary Jane Matts Work History

Mary Jane has been registered as a financial advisor for 5 years.*

2013 - Present (11 years)

Foundry Partners

*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 Mary Jane Matts 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 Foundry Partners, LLC

Mary Jane Matts
Cleveland, OH

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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