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| Mattia and Associates LLC
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|
|---|---|
| CRD # | 307310 |
| SEC # | 801-118084 |
| CIK # | |
| AUM | $178.2 MM (2023-02-21) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 941-879-9290 |
| Address | 1577 Fruitville Road Sarasota, FL 34236 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 29.1 |
| (b) Individuals (high net worth individuals) | 68 | 149.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 583 | 178.2 |
| By Discretionary | ||
| Discretionary | 583 | 178.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 583 | 178.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 178.2 | |
| Total | 583 | 178.2 |
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|---|---|---|
|
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✚
|
WA | 0.2 |
|
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|
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|
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|
Convergent Financial Strategies LLC
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|
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|
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TX | 0.2 |
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Center for Asset Management LLC
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Concorde Financial Resources I Inc
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|
Chronim Investments Inc
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TX | 0.2 |