Matthew Todd Griffith

CFP

Coyle Capital, LLC

25 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementEstate PlanningTax PlanningHigh Net Worth

Coyle Capital, LLC

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

320 clients

Average Client Portfolio

$2.5M average

Assets Under Management

$800.5M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

Paradise Valley, AZ

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History

Regulatory History (1)

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Customer Dispute

August 2016

Settled

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Employment History

Current Registrations

Coyle Capital, LLC

April 2018 - Present · 7 yrs 10 mos

Previous Registrations

Kestra Private Wealth Services, LLC

March 2014 - April 2018 · 4 yrs 1 mo

Kestra Investment Services, LLCBroker

March 2014 - April 2018 · 4 yrs 1 mo

Merrill Lynch, Pierce, Fenner & Smith Incorporated

September 2000 - March 2014 · 13 yrs 6 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

June 2000 - March 2014 · 13 yrs 9 mos

State Registrations2 states

AZTX

Advisor

Exams

No exam information available for this advisor.