RIA Intel›Advisers›Florida›ROBERT PAUL MATHESON

ROBERT PAUL MATHESON

Advisory

NAPLES, FL

Data as of Jun 28, 2002 · Source: SEC Form ADV

Total AUM

$17M

1-Year AUM Growth

-32.4%

3-Year CAGR

0.0%

Employees

0

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record4

First FilingMar 8, 2001

Latest FilingJun 28, 2002

🔒 Full AUM trend chart and 4 historical filings spanning 1+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

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Get the full picture on ROBERT PAUL MATHESON

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.