Matlins Financial Consulting, Inc. (Springfield)

Matlins Financial Consulting, Inc. is a large advisory firm based in Springfield. It manages $42.33 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Illinois.

Matlins Financial Consulting provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Matlins Financial Consulting: assets under management

The assets under management (AUM) of Matlins Financial Consulting, Inc. is $42.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $42.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.16 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Matlins Financial Consulting, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Matlins Financial Consulting, Inc.

Neil Matlins has been acting as President since 1 Mar 1983. Nancy Arlene Betz joined the executive team most recently as the Cfo/Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Neil Matlins	President	1 Mar 1983	75% - 100%	2338115
Neil Marc Matlins	President	1 Mar 1983	75% - 100%	2338115
Nancy Arlene Betz	Cfo/cco	1 Jan 1985	Other	5088511

Based in Springfield

The principal office where Matlins Financial Consulting, Inc. performs its advisory services is located at 4 West Old State Capitol Plaza, Springfield, IL 62701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.