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 an SEC-registered limited liability company that FINTRX classifies as an investment bank. The firm registered with the SEC in 2017 and is owned by a combination of a domestic entity and an individual. FINTRX flags that the firm is not a capital allocator, is not active on ESG initiatives, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. The database does not list specific business or advisory activities, a client profile, or a fee schedule for the firm. That absence of operational detail in FINTRX suggests the entity is either focused on non-advisory investment banking work or has limited public-facing advisory operations.

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

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Recent M&A activity

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Recent filings

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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