The Mather Group Review

Trust Score 96%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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The Mather Group, federally registered in 2011, is a Registered Investment Advisor (RIA) in 24 state(s) with a licensed staff of 28 advisors. The Mather Group manages $4.1 billion and provides investment advisory services for 1,173 clients (1:42 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $3,533,877
Hybrid Advisor No
Disciplinary History No
Total AUM $4.1 billion
Advisor / Client Ratio 1:42
Headquarters Chicago, IL
SEC Filings Forms and Brochures    (CRD # 156005)
State(s) Registered AZ, CA, CO, DC, FL, GA, IL, IN, MD, MA, MI, MN, MO, MT, NE, NJ, NY, OH, PA, SC, TX, VA, WV, WI, WY

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