$39.3K Total AUM
$39.3K Disc. AUM
-13.9% 3Y CAGR
2 Employees
135 ADV. Clients
4 yrs Firm Age
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- Custodian
- Alpaca
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2021
- Office Locations
- 1
Office Locations
5 Tryon Ave. Greenville SC
About Matty AI Inc.
Matty AI Inc. is a Greenville-based RIA. The firm has been operating for 4 years. Managing $39.3K in total assets under management, with 1 advisory representatives. They custody assets with Alpaca.
Team overview
-- AVG AGE
$39.3K AVG AUM / ADVISOR
$291 AVG AUM / CLIENT
4.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
J
Jonathan Marcus Bryson
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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N
NATALIE MARIE COOPER
--
- CRD
- #6437048
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,330 | $291 |
| Non-Discretionary | $0 | -- |
| Total | $39,330 | $291 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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