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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathew? Claim Your ProfileMathew Lee is an investment advisor representative with Triaxiom Capital, LLC. Mathew Lee is registered with the state of California. Mathew Lee's primary registration is in the category of Investment Advisor Representative. Mathew Lee has been in the industry since June 2018. Mathew Lee previously worked at BlackRock and as self-employed. Mathew Lee holds the Series 65 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Performance allocation
1
2
CA
02/02/2021 - Present
Triaxiom Capital, LLC (San Francisco CA)
IA
Issued 11/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2019
Series 3 - National Commodity Futures Examination
Active
Inactive
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