Duane Mattson is a registered investment advisor at Capital Client Group, INC., based in San Antonio, TX, with 30 years of industry experience. Duane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3500 Wiseman Blvd, San Antonio, TX, 78251-4321
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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.
Learn about disclosures →Employment History
Current Registrations
Capital Client Group, INC.
Capital Client Group, INC.
Capital Client Group, INC.Broker
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Pimco Investments LLCBroker
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
Al Frank Asset Management INC
Northern Lights Distributors, LLCBroker
Quasar Distributors, LLCBroker
Victory Capital Management INC.
Victory Capital Advisers, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
NFP Securities, INC.
NFP Securities, INC.Broker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.