MT
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Matthew Trontel

30 Years of Experience
Denver, CO
Broker

Matthew Trontel is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Denver, CO, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

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.

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Location

210 University Boulevard, Ste 800, Denver, CO, 80206

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Matthew is a co-manager of Grantsville Ellsworth Properties LLC, which holds mining rights. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
April 2016 - Present · 10 yrs 1 mo
Robert W. Baird & CO. Incorporated
April 2016 - Present · 10 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Schwab Private Client Investment Advisory, INC.
January 2012 - April 2016 · 4 yrs 3 mos
Charles Schwab & CO., INC.
April 2006 - December 2011 · 5 yrs 8 mos
Charles Schwab & CO., INC.Broker
August 1995 - April 2016 · 20 yrs 8 mos
State Registrations29 states
AZCACODCFLHIIDILINKSLAMAMEMIMOMTNCNMNVNYOHOKORPAPRTXUTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.