Matthew
Staub
Psi Capital Management
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About this Advisor
Matthew Staub is a financial advisor working out of Lancaster, Pennsylvania, who has 5 years of industry experience. Staub works at Psi Capital Management. Their career trajectory has included roles at Pilot Capital Management, Inc and Psi Capital Management. Staub maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Pennsylvania and Texas. Psi Capital Management is an advisory company that has its headquarters in Lancaster, PA. It has offices in five locations and a total of 12 people on staff. It manages $243 million in total assets across its 1,206 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm provides services to two charities and foundations. Of its 1,206 client accounts, 25% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely are based on the financial services. However, fee types billed by Psi Capital Management likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Psi Capital Management Brokerage Details
$242,653,310
12
1,206
$201,205
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Matthew Staub Work History
Matthew has been registered as a financial advisor for 5 years.*
Psi Capital Management
Pilot Capital Management, Inc
*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 Staub 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 Psi Capital Management
Lancaster, PA
Lancaster, PA
Harrisburg, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Hanover, PA
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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