D Mattersdorff

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

930 Bullock St, Lake Oswego, Oregon, 970...

Phone Number

(510) 842-6060

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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About D Mattersdorff

D. Mattersdorff LLC is a financial advisory firm based in Lake Oswego, Oregon, with over 25 years of experience in helping individuals and families secure their financial future through intelligent financial planning and sound investment advice. The firm primarily serves clients in the San Francisco Bay Area and Portland, Oregon, but has expanded its reach across the country and internationally through word of mouth. With a legacy dating back to 1849, D. Mattersdorff LLC is committed to integrity and excellence, building lifelong trust with its clients. Their clients value the firm's clear and engaging process, extensive experience, and careful investment strategies.Explore more
D Mattersdorff's Social MediaPopular SearchesD Mattersdorff LLCD MattersdorffMattersdorff LLCMattersdorff Properties LLCMattersdorffSIC Code 62,628NAICS Code 52,523Show more

D Mattersdorff Org Chart

PhoneEmail
BM
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Chartered Financial Analyst & Founder

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Compare insights from companies similar to D Mattersdorff, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

D Mattersdorff

<$5M
1-10
Private
-
1998
BM
Bankhaus MattersdorffChartered Financial Analyst & Founder
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2002
JH
Jim HaslemFounder & CEO
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2013
ER
Eugene RiceWealth Advisor & President & Owner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

D Mattersdorff is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

D Mattersdorff is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about D Mattersdorff.

D Mattersdorff Tech Stack

A closer look at the technologies used by D Mattersdorff

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Frequently Asked Questions Regarding D Mattersdorff

What is D Mattersdorff's official website?
D Mattersdorff's official website is www.mattersdorff.com
What is D Mattersdorff's Revenue?
D Mattersdorff's revenue is <$5 Million
What is D Mattersdorff's SIC code?
D Mattersdorff's SIC: 62,628
What is D Mattersdorff's NAICS code?
D Mattersdorff's NAICS: 52,523
How many employees does D Mattersdorff have?
D Mattersdorff has 1-10 employees
What industry does D Mattersdorff belong to?
D Mattersdorff is in the industry of: Finance, Securities Trading
What is D Mattersdorff competition?
D Mattersdorff top competitors include: Eppolito Financial Strategies, Wealth Preservation Advisors, Pillar Wealth Management, Stockade Wealth Management
What technology does D Mattersdorff use?
Some of the popular technologies that D Mattersdorff uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Google Workspace
How do I contact D Mattersdorff?
D Mattersdorff contact info: Phone number: (510) 842-6060 Website: www.mattersdorff.com
What does D Mattersdorff do?

D. Mattersdorff LLC is a financial advisory firm based in Lake Oswego, Oregon, with over 25 years of experience in helping individuals and families secure their financial future through intelligent financial planning and sound investment advice. The firm primarily serves clients in the San Francisco Bay Area and Portland, Oregon, but has expanded i... ts reach across the country and internationally through word of mouth. With a legacy dating back to 1849, D. Mattersdorff LLC is committed to integrity and excellence, building lifelong trust with its clients. Their clients value the firm's clear and engaging process, extensive experience, and careful investment strategies.Read More

What are D Mattersdorff social media links?
D Mattersdorff Linkedin page
Is D Mattersdorff a public company?
D Mattersdorff is private company therefore does not currently have an official ticker symbol
See more information about D Mattersdorff

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