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Matthew Richard Wallis

Kayne Anderson Rudnick Investment Management, LLC

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About Matthew Richard Wallis

Matthew Wallis is a financial professional with over 13 years of experience in the industry. Matthew currently works for Kayne Anderson Rudnick Investment Management, LLC. Matthew has a series 7, series 52, series 63 and series 65 licenses. He is registered to conduct business in California. Matthew's area of focus includes portfolio management for individuals, investment companies, and pooled investment vehicles.

Firm Information

Matthew Wallis is currently registered with Kayne Anderson Rudnick Investment Management, LLC. Kayne Anderson Rudnick Investment Management, LLC is an investment advisor headquartered in Los Angeles, California. The firm manages over $41 billion in assets for a variety of clients, including individuals, institutions, and investment companies. They provide financial planning, portfolio management services, and discretionary wrap programs. The firm specializes in private equity, real estate, and energy investments.
Kayne Anderson Rudnick Investment Management, LLC

2000 AVENUE OF THE STARS

LOS ANGELES, CA 90067

$41.19B

Assets Under Management

93

Total Clients

25

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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 Wallis’s Registration & Firm History

CA

07/08/2024 - Present

Kayne Anderson Rudnick Investment Management, LLC (LOS ANGELES CA)

TN

11/17/2020 - 04/26/2023

FHN FINANCIAL SECURITIES CORP. (MEMPHIS TN)

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Licenses & Designations

IA

Issued 07/08/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/06/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2020

Series 52TO - Municipal Securities Representative Examination

BC

Issued 11/17/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Richard Wallis.
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