Eastman Mattson Capital Management, LLC is an adviser based in Naples. It manages $16 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Florida.
Eastman Mattson Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Eastman Mattson Capital Management, LLC is $16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Eastman Mattson Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Eastman Mattson Capital Management, LLC performs its advisory services is located at 9130 Galleria Court, Naples, FL 34109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 239-254-7780. The normal business hours are 9:00am - 5:00pm on Monday - Friday.