Matthew
Borland
A. N. Culbertson & Company, Inc
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About this Advisor
Matthew Borland is a financial advisor based out of Charlottesville, Virginia with a total of 2 years of industry experience. Borland currently works for A. N. Culbertson & Company, Inc. The advisor has gained experience at A. N. Culbertson & Company, Inc, Davidson Kempner Capital Management, Hudson Bay Capital Management and Point72 Asset Management/Sac Capital Advisors. Borland maintains a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Texas and Virginia. A. N. Culbertson & Company, Inc is a financial advisory business operating out of Charlottesville, VA. It has offices in two locations and a total of 10 advisors. It administers $538 million in assets across its 793 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 793 accounts, 46% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial management typically vary depending on which service is provided. Fee types charged by A. N. Culbertson & Company, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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A. N. Culbertson & Company, Inc Brokerage Details
$538,123,000
10
793
$678,591
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Matthew Borland Work History
Matthew has been registered as a financial advisor for 2 years.*
A. N. Culbertson & Company, Inc
Davidson Kempner Capital Management
Davidson Kempner Capital Management
Hudson Bay Capital Management
Point72 Asset Management/Sac Capital Advisors
*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 Borland 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 A. N. Culbertson & Company, Inc
Charlottesville, VA
Charlottesville, VA
Charlottesville, VA
Charlottesville, VA
Charlottesville, VA
Charlottesville, VA
Charlottesville, VA
Charlottesville, VA
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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