Method Finance, LLC
Firm details
- Headquarters
- ,
- CRD number
- 170647
- Website
- www.methodfinance.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.93%
- Individuals35.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Method Finance, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee approach combines a percentage-of-AUM component with fixed fees. Method Finance does not identify as an active ESG investor, is not a multi-state adviser, and does not describe itself as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities3%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Matthew Lambdin
Managing Director and FounderCRD 4808179
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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