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Matthew John Anderson

Churchill Management Group

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About Matthew John Anderson

Matthew Anderson is a registered investment advisor representative associated with Churchill Management Group. Matthew has been in the industry since July 2009 and is licensed in Illinois. Matthew is also registered as an investment advisor representative with Churchill Management Group, specializing in portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Matthew Anderson is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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 Anderson’s Registration & Firm History

IL

06/07/2017 - Present

Churchill Management Group (Bloomingdale IL)

IL

07/03/2009 - 06/01/2017

TD AMERITRADE, INC. (SCHAUMBURG IL)

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Licenses & Designations

BOTH

Issued 08/07/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/15/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew John Anderson.
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