Matthew
Quezergue
Aspen Wealth Management
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About this Advisor
Matthew Quezergue is a financial advisor based in Fort Worth, Texas, working with Aspen Wealth Management. Matthew has previously held positions at Aspen Wealth Management, S. Harris Financial Group, and Texas A&M University. Matthew is registered to provide services in Texas. Currently, Matthew is part of Aspen Wealth Management, which operates out of Fort Worth, Texas. The firm has one office and nine employees. The firm manages assets totaling $368.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Aspen Wealth Management includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aspen Wealth Management Brokerage Details
$368,373,809
9
897
$410,673
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Matthew Quezergue Work History
Aspen Wealth Management
S. Harris Financial Group
Texas A&M University
Disclosures
Please visit the SEC profile of Matthew Quezergue 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 Aspen Wealth Management
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
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