Matthai & Associates Inc (White Marsh)

Name: Matthai & Associates Inc
Address: 5430 Campbell Boulevard, Suite 207, White Marsh, MD, 21162 5504
Telephone: (410) 933-5640

Matthai & Associates Inc is an adviser based in White Marsh. It manages $47.82 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Maryland.

Matthai & Associates provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Matthai & Associates: assets under management

The assets under management (AUM) of Matthai & Associates Inc is $47.82 million. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $41.26 million in discretionary accounts and $6.56 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.72 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $437.25 thousand.

Matthai & Associates has custody of $47.82 million in cash and securities for 26 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Matthai & Associates Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Matthai & Associates Inc

George Millholland Matthai has been acting as President since 1 Jun 1990. Mark Andrew Edwards joined the executive team most recently as the Chief Compliance Officer/Operations Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Millholland Matthai	President	1 Jun 1990	75% - 100%	1004895
Mark Andrew Edwards	Chief compliance officer/operations manager	1 Feb 1991	Other	4680155

Based in White Marsh

The principal office where Matthai & Associates Inc performs its advisory services is located at 5430 Campbell Boulevard, Suite 207, White Marsh, MD 21162 5504, which is also the mailing address of the firm. An additional office of the firm is in Chevy Chase, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (410) 933-5640 or by fax (410) 933-5642. The normal business hours are 8:30 a.m. to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.matthai.com.