Matthew
Ozuna
The Ayco Company, L.P
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About this Advisor
Matthew Ozuna is a financial advisor based in Houston, Texas, working with The Ayco Company, L.P. Matthew has previously held positions at The Ayco Company, L.P./Mercer Allied and Ayco/Goldman Sachs & Co. LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Matthew is part of The Ayco Company, L.P, which operates out of Houston, Texas. The firm has 24 offices and 1,792 employees. The firm manages assets totaling $25.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at The Ayco Company, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ayco Company, L.P Brokerage Details
$25,870,062,000
1,792
46,004
$562,344
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Ozuna Work History
Ayco/Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
Disclosures
Please visit the SEC profile of Matthew Ozuna 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 The Ayco Company, L.P
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Canonsburg, PA
Morristown, NJ
Miami, FL
Irving, TX
Atlanta, GA
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