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Matthew Martindale

Keel Point, LLC

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About Matthew Martindale

Matthew Martindale is an investment advisor representative at Keel Point, LLC, registered with both the state of Maryland and Virginia. Matthew has been in the financial industry for over 5 years, starting with Amazon and transitioning to Keel Point in 2021. Matthew has a Series 65 license. Matthew specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and pooled investment vehicles. Matthew's firm, Keel Point, LLC, has a strong track record of providing personalized financial advice and investment management services to clients of all types. The firm prides itself on a client-centric approach, and is committed to building long-term relationships based on trust and transparency.

Firm Information

Matthew Martindale is currently registered with Keel Point, LLC. Keel Point, LLC is an investment advisor registered with the SEC, headquartered in Huntsville, AL. The firm has 45 registered representatives and provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as consulting services to third-party RIAs. Keel Point manages approximately $2.94 billion in assets for a range of clients, including individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
Keel Point, LLC

100 CHURCH STREET

HUNTSVILLE, AL 35801

$2.94B

Assets Under Management

Not reported

Total Clients

42

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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consulting service to third-party ria

Consulting service to third-party ria

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Matthew Martindale’s Registration & Firm History

MD

10/04/2021 - Present

Keel Point, LLC (Arnold MD)

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Licenses & Designations

IA

Issued 04/15/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Martindale.
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