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Matthew Messmer (Menlo Park)


Matthew Messmer is a mid-sized advisory firm based in Menlo Park. It manages $47.11 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2016.

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Matthew Messmer provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Matthew Messmer: assets under management

The assets under management (AUM) of Matthew Messmer is $47.11 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $47.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.42 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Matthew Messmer for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Menlo Park

The principal office where Matthew Messmer performs its advisory services is located at 1835 White Oak Drive, Menlo Park, CA 94025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-215-1156. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at 4mcapitalmanagement.com.


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