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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VectorSummit quantum
- Established Date
- 02-27-2024
- Office Locations
- 1
Office Locations
About Girdwood Capital LLC
Girdwood Capital LLC is a Girdwood, Alaska-based RIA providing individualized financial planning and investment management for clients in Anchorage and nationwide. Led by principal Matthew Schechter (30+ years in tax, accounting/financial reporting, and forensic accounting), the firm builds goal-aligned portfolios with a notable ETF and fixed-income allocation approach and uses Charles Schwab & Co. as a custodian. The firm is taking on new clients with no minimums to get started.
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Owner & Executives
Matthew David Schechter
Chief Compliance Officer, Managing Member
- CRD
- #7182342
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,825,923 | -- |
| Non-Discretionary | $7,848,722 | -- |
| Total | $44,674,645 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,674,645
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,131,698,690 | 23.1% |
| Cash | $1,381,554,245 | 28.2% |
| U.S. Government/Agency | $485,013,724 | 9.9% |
| Public Funds | $1,200,286,489 | 24.5% |
| Municipal Bonds | $289,048,583 | 5.9% |
| Other | $411,526,797 | 8.4% |
| Total | $4,899,128,528 | 100.0% |