The Mathes Company, Inc.
The Mathes Company, Inc. is an SEC-registered wealth manager in New York, NY with $339.8M assets under management (AUM, regulatory AUM), +1% over one year. See who owns The Mathes Company, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109288, SEC 801-54747, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $339.8M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 8
- Clients
- 210
- CRD
- 109288
- Ownership
- MATHES, SORRELL, MARK; MATHES, RICHARD, CHARLES
How much AUM does The Mathes Company, Inc. have?
The Mathes Company, Inc. reported $339.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns The Mathes Company, Inc.?
Disclosed owners and executives of The Mathes Company, Inc. include MATHES, SORRELL, MARK, MATHES, RICHARD, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.