Starr Mathews Financial, LLC is a large advisory firm based in Calhoun. It manages $120.83 million of regulatory assets for 181 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Georgia.
Starr Mathews Financial provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Starr Mathews Financial, LLC is $120.83 million. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Starr Mathews Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Starr Mathews Financial is pension and profit sharing plans with 7 clients and $59.56 million of assets under management. Among the 6 most similar advisory firms, Starr Mathews Financial has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $120.83 million for 98 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Starr Mathews Financial doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Starr Mathews Financial, LLC performs its advisory services is located at 215 North Piedmont Street, Calhoun, GA 30701 The mailing address of the firm is Po Box 188, Calhoun, GA 30703 0188. An additional office of the firm is in Rome, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 706 624 4080 or by fax 706 629 3631. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at starrbenefits.com.