Matthew James Henderson

CFA

Logia Portfolio Management

20 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Logia Portfolio Management

Compensation

N/A

Firm Size

3 advisors

Number of Clients

1 client

Average Client Portfolio

$764.4M average

Assets Under Management

$764.4M

Fee Structure

Financial Planning:Investment management only

Location

7047 E Greenway Parkway, Suite 150, Scottsdale, AZ, 85254

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Sunflower Wealth Advisors LLC

September 2021 - Present · 4 yrs 5 mos

Previous Registrations

Intrinsic Value Partners, LLC

March 2014 - December 2017 · 3 yrs 9 mos

Capital Investment Counsel INC

March 2006 - December 2013 · 7 yrs 9 mos

Pacwest Financial Management INC

March 2001 - January 2006 · 4 yrs 10 mos

State Registrations2 states

KSTX

Advisor

Exams

No exam information available for this advisor.