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 in Cleveland, Ohio, working with Foundry Partners, LLC. Mary has previously held a position at Foundry Partners and is registered to provide services in Ohio. Currently, Mary is part of Foundry Partners, LLC, which operates out of Cleveland, Ohio. The firm has 1 office and 17 employees. The firm manages assets totaling $1.8 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. The fee structure at Foundry Partners, LLC includes asset-based and performance-based fees.

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

$1,750,931,285

OH Average: $2,106,341,625
Total Number of Employees

17

OH Average: 34
Total Number of Accounts

65

OH Average: 1,972
Average Account Size

$26,937,404

OH Average: $1,068,125

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

2013 - Present (11 years)

Foundry Partners

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 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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