Mateusz
Sudol
Price Financial Group Wealth Management, Inc
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About this Advisor
Mateusz Sudol is a financial advisor based in Portland, Oregon, working with Price Financial Group Wealth Management, Inc. Mateusz has previously held positions at Wells Fargo Bank, N.A, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Price Financial Group, Cwm, LLC, and Price Financial Group Wealth Management, Inc. Mateusz has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon and Texas. Currently, Mateusz is part of Price Financial Group Wealth Management, Inc, which operates out of Portland, Oregon. The firm has 2 offices and 7 employees. The firm manages assets totaling $140.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Price Financial Group Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Price Financial Group Wealth Management, Inc Brokerage Details
$140,551,000
7
1,316
$106,802
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Mateusz Sudol Work History
Price Financial Group Wealth Management, Inc
Price Financial Group
Cwm, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank, N.A
Disclosures
Please visit the SEC profile of Mateusz Sudol 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 Price Financial Group Wealth Management, Inc
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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