MG
CFP
MG
CFP

Matthew Richard Griffith

18 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningBusiness OwnersInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
547 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$769.1M

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
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Location

12255 El Camino Real, Suite 125, San Diego, CA, 92130

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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 volunteers on the board of HomeStart, a charitable organization, dedicating minimal time. He also volunteers on the board of PL Optimists, a charitable youth funding program, dedicating minimal time.

Employment History
Current Registrations
Centura Wealth Advisory
February 2019 - Present · 7 yrs
Previous Registrations
Reilly Financial Advisors
January 2012 - February 2019 · 7 yrs 1 mo
Ernst & Young Investment Advisers LLP
August 2007 - December 2011 · 4 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.