Mattern Capital Management
Financial Services • 
Lakewood, Colorado, United States • 11-20 Employees
Company overview
| Headquarters | 165 S Union Blvd., Lakewood, Colorado 80028, US |
| Phone number | +17207102934 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advisory, Financial Services, Wealth Management, Asset Allocation, Asset Management, Retirement Planning, Financial Planning, Investment Advisory, Investment Management, Wealth Planning, Wealth Advisory |
| Founded | 2018 |
| Employees | 11-20 |
| Socials |
Key Contacts at Mattern Capital Management
Perry Mattern
Principal/Founder
Bryan Nicholls
Director Of Operations
Mattern Capital Management Email Formats
Mattern Capital Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@matterncapital.com), used 92.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@matterncapital.com | 92.3% |
{first name}.{last name} | john.doe@matterncapital.com | 7.7% |
About Mattern Capital Management
Mattern Capital Management is an independent, fee-only registered investment advisory firm, providing comprehensive wealth management services to individuals and families. Our thoughtful, consultative process begins with listening and learning so that we can truly understand your needs, concerns and goals. Planning strategies and solutions involve interconnected levels of service from trusted professionals in multiple disciplines. Our affluent clientele values our ability to work closely with your tax, legal and other professional advisors to ensure that all elements of your financial life are aligned. Traditional financial planning typically involves establishing financial priorities, budgeting, goals-based cash flow planning, life insurance, disability, and long-term care planning as well as college and retirement planning. Comprehensive wealth management is that and much more, requiring greater expertise to address the complexities facing clients with higher levels of assets. It’s not a one-time event but an ongoing process requiring careful attention and accountability throughout the year. Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials are prohibited under securities law and may not reflect the experience of all clients of the firm or financial professional.
Mattern Capital Management revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Mattern Capital Management has 7 employees across 4 departments.
Departments
Number of employees
Funding Data
Mattern Capital Management has never raised funding before.
Mattern Capital Management Tech Stack
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