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- Custodian
- Bank OF America · Interactive Brokers · Merrill Lynch
- Clients
- Retail
- Platforms
- Glacier glacierFusion
- Established Date
- 07-07-2014
- Office Locations
- 4
Office Locations
About Matador Financial
Matador Financial is an independent, fiduciary advisory firm providing “Personal CFO” style planning and lifestyle/financial management. The team serves current and retired professional athletes, as well as artists/entertainers and clients with traditional careers. Investment implementation includes diversified portfolios using ETFs and fixed income; co-founded by former NFL player Marco Coleman, offering athlete-specific perspective.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ERIC ANTHONY RUST
Chief Compliance Officer, Partner, President
- CRD
- #5039696
- Ownership
- 50% but less than 75%
MARCO COLEMAN
Director, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #6106965
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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JUSTIN D KAWAR
--
- CRD
- #5229207
Jason Kradman
--
- CRD
- #7339502
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,595,040 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,595,040 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,595,040
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $123,439,948 | 12.8% |
| Cash | $166,836,805 | 17.3% |
| Corporate - Investment Grade | $279,668,633 | 29.0% |
| U.S. Government/Agency | $81,007,466 | 8.4% |
| Municipal Bonds | $192,874,919 | 20.0% |
| Corporate - Non-Investment Grade | $120,546,826 | 12.5% |
| Total | $964,374,597 | 100.0% |