Matthew Coburn
Matthew Coburn is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Nashville, TN, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
4017 Hillsboro Pike, Suite 403, Nashville, TN, 37215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Matthew owns several rental real estate properties through different LLCs, including 1508 Cass Street LLC, Farwell Avenue LLC, Lyon Street LLC, and 3084 Glacier LLC. He spends minimal time on these activities.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
M&i Brokerage Services, INC.Broker
State Registrations24 states
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