Todd
Matheny
Grandeur Peak Global Advisors
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About this Advisor
Todd Matheny is a financial advisor based in Salt Lake City, Utah, working with Grandeur Peak Global Advisors. Todd has previously held positions at Cube Capital LLC, Welton Investment Partners, Foreside Fund Services, LLC, Grandeur Peak Global Advisors LLC, Alps Distributors, Inc, Foreside Financial Services, LLC, J.P. Morgan Securities Inc, and Jpmorgan Chase Bank. Todd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Todd is part of Grandeur Peak Global Advisors, which operates out of Salt Lake City, Utah. The firm has 2 offices and 53 employees. The firm manages assets totaling $6.3 billion. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Grandeur Peak Global Advisors includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Grandeur Peak Global Advisors Brokerage Details
$6,316,870,974
53
18
$350,937,276
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Todd Matheny Work History
Foreside Financial Services, LLC
Grandeur Peak Global Advisors LLC
Alps Distributors, Inc
Foreside Fund Services, LLC
Welton Investment Partners
Cube Capital LLC
J.P. Morgan Securities Inc
Jpmorgan Chase Bank
Disclosures
Please visit the SEC profile of Todd Matheny 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 Grandeur Peak Global Advisors
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
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