Matthew
Mulcock

Dentist Advisors

CRD#6185404
Investment Advisor
in South Jordan, UT

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About this Advisor

Matthew Mulcock is a certified financial planner working out of South Jordan, Utah with 5 years of industry experience. Mulcock works at Dentist Advisors. Mulcock has gained experience at Fidelity Investments and Dentist Advisors. Mulcock holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to serve investors in Texas and Utah. Dentist Advisors is an advisory company that has its headquarters in South Jordan, UT. The investment advisory business has offices in two locations and a total of 20 people on staff. It handles $314 million in assets under management across its 2,342 accounts, making it one of the mid-sized firms in the nation by assets under management. The firm serves three charitable organizations. Of its 2,342 customer accounts, 17% are held by high-net-worth clients who have greater than $1 million in assets. Dentist Advisors provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management are based on which service is offered. However, fee types billed by Dentist Advisors likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

879 Baxter Drive
South Jordan, UT 84095

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Dentist Advisors Brokerage Details

Total Assets Under Management

$314,277,790

UT Average: $693,624,108
Total Number of Employees

20

UT Average: 12
Total Number of Accounts

2,342

UT Average: 1,115
Average Account Size

$134,192

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Matthew Mulcock Work History

Matthew has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Dentist Advisors

2013 - 2018 (5 years)

Fidelity Investments

*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 Mulcock 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 Dentist Advisors

Amanda Bateman
South Jordan, UT
Matthew Mulcock
South Jordan, UT
William Gochnour
South Jordan, UT
Abby Morton
South Jordan, UT
Jordan Haines
South Jordan, UT
Jake Elm
South Jordan, UT
Taylor Sutterfield
South Jordan, UT
Ryan Isaac
South Jordan, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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