Matson
Lehtinen
Wasatch Advisors Lp
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About this Advisor
Matson Lehtinen is a financial advisor based in Salt Lake City, Utah with a total of 12 years of relevant experience. Lehtinen works at Wasatch Advisors Lp. Throughout their career, they have worked at Wasatch Advisors, Lp and Alps Distributors, Inc. Lehtinen holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Utah. Wasatch Advisors Lp is a financial advisory company that has its headquarters in Salt Lake City, UT. It oversees $22 billion in total assets among its 238 accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 46 charities and foundations. Of its 238 client accounts, 17% are held by high-net-worth investors who have more than $1 million in investable assets. Wasatch Advisors Lp performs a wide array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial management usually depend on which service is provided. However, fees charged by Wasatch Advisors Lp can be comprised of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wasatch Advisors Lp Brokerage Details
$22,406,537,116
90
238
$94,145,114
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Matson Lehtinen Work History
Matson has been registered as a financial advisor for 12 years.*
Wasatch Advisors, Lp
Alps Distributors, 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 Matson Lehtinen 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 Wasatch Advisors Lp
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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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