Matthew Ryan Paniati

Capital Advisors Group, INC

7 Years of Experience

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Areas of Practice

Investment ManagementSocially Responsible InvestingHigh Net Worth

Capital Advisors Group, INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

200 clients

Average Client Portfolio

$130.1M average

Assets Under Management

$26.0B

Fee Structure

Minimum Investment:$5M

Financial Planning:Investment management only

Minimum Annual Fee:$2,500

Location

1 Federal Street, Suite 2200, Boston, MA, 02110

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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

Capital Advisors Group, INC

September 2018 - Present · 7 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.