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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Harbor glacier
- Established Date
- 01-07-2011
- Office Locations
- 1
Office Locations
About Pogson & Matt Wealth Management Group
Pogson & Matt Wealth Management Group is an independent, fiduciary investment advisory firm serving high-net-worth individuals and families with financial planning and ongoing wealth management. The team takes an open-architecture approach—evaluating solutions across the investment universe rather than proprietary products—and uses an active process aimed at participating in up markets while protecting principal in down markets. Based in Phoenix; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RONALD DAN GREGG
Owner, Portfolio Manager
- CRD
- #2250270
- Ownership
- 25% but less than 50%
WILLIAM JAMES MULLENMEISTER
Chief Compliance Officer, PORTFOLIO MANAGER, Vice President
- CRD
- #2809451
- Ownership
- 25% but less than 50%
Peak insight
Vital vital
- CRD
- #44529
- Ownership
- 46.2%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,917,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,917,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $89,917,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,473,315,260 | 17.5% |
| Public Funds | $1,927,938,254 | 22.9% |
| Cash | $496,717,716 | 5.9% |
| U.S. Government/Agency | $1,220,746,929 | 14.5% |
| Municipal Bonds | $2,104,736,085 | 25.0% |
| Other | $1,195,490,097 | 14.2% |
| Total | $8,418,944,341 | 100.0% |