Matthew
Barr
Wick Capital Partners, LLC
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About this Advisor
Matthew Barr is a financial advisor based in Wayne, Pennsylvania, working with Wick Capital Partners, LLC. Matthew has previously held positions at the University Of Miami, Garden State Orthopedics, Philadelphia Flyers, Axa Advisors, LLC, and Wick Capital Partners, LLC. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Matthew is part of Wick Capital Partners, LLC, which operates out of Wayne, Pennsylvania. The firm has 1 office and 10 employees. The firm manages assets totaling $430.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Wick Capital Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wick Capital Partners, LLC Brokerage Details
$430,425,208
10
824
$522,361
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Matthew Barr Work History
Wick Capital Partners, LLC
Philadelphia Flyers
Axa Advisors, LLC
University Of Miami
Garden State Orthepedics
University Of Miami
Disclosures
Please visit the SEC profile of Matthew Barr 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 Wick Capital Partners, LLC
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
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