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Matthew Borland

A. N. Culbertson & Company, Inc.

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About Matthew Borland

Matthew Borland is an Investment Advisor Representative associated with A. N. Culbertson & Company, Inc.. Matthew is registered with the state of Virginia and Texas. Matthew has been in the industry since 2015. Matthew specializes in providing financial planning, portfolio management for individuals, and profit sharing plan services.

Firm Information

Matthew Borland is currently registered with A. N. Culbertson & Company, Inc.. A. N. Culbertson & Company, Inc. is an investment advisor located in Charlottesville, Virginia, with approximately $704 million in assets under management. The firm provides financial planning and portfolio management for individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans.
A. N. Culbertson & Company, Inc.

ONE BOARS HEAD POINTE

CHARLOTTESVILLE, VA 22903-4612

$704.36M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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profit sharing plans

Profit sharing plans

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Borland’s Registration & Firm History

VA

09/15/2021 - Present

A. N. Culbertson & Company, Inc. (CHARLOTTESVILLE VA)

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Licenses & Designations

IA

Issued 09/15/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Borland.
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