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- Custodian
- Axos
- Clients
- Retail
- Platforms
- Foundation primeBeacon
- Established Date
- 09-25-2009
- Office Locations
- 3
Office Locations
About Mathies Financial Partners
Mathies Financial Partners is a Colorado-based wealth management and financial planning firm focused on individuals and families navigating retirement. The team builds personalized strategies using its MYFIT framework (Money, Family, Income, Taxes) and emphasizes diversified, globally oriented portfolio construction. They also run client education events to explain markets, portfolio positioning, and tax impacts.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY D MATHIES
Chief Compliance Officer, Chief Executive Officer, Partner
- CRD
- #5378354
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STEPHEN LEE FOLTZ
Partner
- CRD
- #5861916
Caleb Arthur Moore
--
- CRD
- #7434490
Insight foundation
Focus zenith
- CRD
- #51152
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,963,088 | -- |
| Non-Discretionary | $0 | -- |
| Total | $103,963,088 | -- |
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Separately Managed Accounts
Total SMA Asset: $103,963,088
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,638,989,784 | 100.0% |
| Total | $4,638,989,784 | 100.0% |