Matthew
Anderson
Per Stirling Capital Management, LLC
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About this Advisor
Matthew Anderson is a certified financial planner who works in Austin, Texas, with 13 years of financial industry experience. Anderson currently works for Per Stirling Capital Management, LLC. During their career, Anderson has held roles at B.B. Graham & Company, Securities America Inc, Spicewood Oaks Advisors Inc Dba Couch Hallum Financial Group and Per Stirling Capital Management. Anderson holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Per Stirling Capital Management, LLC is a registered investment business operating out of Austin, Texas. The investment advisory business has offices in two locations and a total of 31 people on staff. It has $677 million in total assets among its 2,652 accounts, placing it among the larger firms in the nation by assets under management. Of its 2,652 customer accounts, just 6% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Per Stirling Capital Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services usually depend on which service is offered. Fee types billed by Per Stirling Capital Management, LLC can consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Per Stirling Capital Management, LLC Brokerage Details
$677,031,395
31
2,652
$255,291
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Matthew Anderson Work History
Matthew has 13 years of experience.
B.B. Graham & Company
Per Stirling Capital Management
Spicewood Oaks Advisors Inc Dba Couch Hallum Financial Group
Securities America Inc
Disclosures
Matthew Anderson has disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.