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Matthew Lawrence Ahart

Archer ROW Advisory

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About Matthew Lawrence Ahart

Matthew Lawrence Ahart is an Investment Advisor Representative at Archer Row Advisory. Matthew has been in the industry since 2010 and is registered with the state of California. Matthew has a Series 65 license. Matthew is a managing partner at Archer Row Financial LLC, a management consulting firm providing services to financial institutions. Matthew is also an Executive Vice President at Bank of Hawaii Corporation supporting work on risk initiatives.

Firm Information

Matthew Ahart is currently registered with Archer ROW Advisory. Archer ROW Advisory is an investment advisor that provides portfolio management services for individuals. They manage approximately $24.10 million in assets for 12 accounts. The firm is registered with the SEC. They have 1 investment advisor representative and 1 person performing advisory functions.

$24.10M

Assets Under Management

Not reported

Total Clients

1

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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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 Ahart’s Registration & Firm History

CA

06/25/2018 - Present

Archer ROW Advisory (Encino CA)

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Licenses & Designations

IA

Issued 05/07/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Lawrence Ahart.
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