Matthews South, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

Headquarters
San Mateo, California
CRD number
283409
Registered since
March 16, 2017

Firm profile

FINTRX

Overview

Matthews South, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm registered with the SEC in 2017. Ownership is listed as a combination of a domestic entity and an individual. FINTRX indicates the firm is not a capital allocator, is not identified as an active ESG investor, and does not operate as a multi-state adviser. It is also not designated as a pension consultant or a related adviser. The dataset contains minimal descriptive material about the firm’s business lines, advisory services, client segments, or fee arrangements. FINTRX does not supply details about specific investment strategies, target markets, or personnel responsibilities for Matthews South, LLC.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Vijay Culas

    Vijay Culas

    Founder & CEOCRD 2643904

  • Vahagn Minasian

    Vahagn Minasian

    Co-Founder & CTOCRD 4898514

  • Kevin Castellano

    Kevin Castellano

    Co-Founder & CFOCRD 5348442

Contacts

3 of 9
  • Susan Hayes

    Susan Hayes

    FinOpCRD 2856326

  • Bryan Goldstein

    Bryan Goldstein

    Client AdvisorCRD 4985210

  • Jared Kramer

    Jared Kramer

    Client Advisor & Product ManagerCRD 5225303

Unlock 6 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Mateo, CA

San Mateo

Location

San Mateo, CA

Headquartered in San Mateo, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
1700 S El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth