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Matthew Theodore martin Espina

Myrmidon Private Capital

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About Matthew Theodore martin Espina

Matthew Espina is an Investment Advisor Representative associated with Myrmidon Private Capital. Matthew has been in the industry since 2012. Matthew is registered with the state of Maryland (since 2019), New York (since 2022) and Pennsylvania (since 2022). Matthew has passed the Uniform Investment Adviser Law Examination. Matthew specializes in providing financial planning, and portfolio management services to individuals and businesses.

Firm Information

Matthew Espina is currently registered with Myrmidon Private Capital. Myrmidon Private Capital is an investment advisor that provides portfolio management for individuals and businesses. They manage approximately $6.8 million in assets for 38 clients.

$6.80M

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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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 Espina’s Registration & Firm History

PA

07/11/2022 - Present

Myrmidon Private Capital (YORK PA)

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Licenses & Designations

IA

Issued 08/20/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Theodore martin Espina.
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