Matthew Dean Andreoli

C2 Private Wealth

9 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

C2 Private Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

1,068 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$1.2B

Fee Structure

Location

29409 Haggerty Road, Suite 200, Novi, MI, 48377

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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.

Employment History

Current Registrations

C2 Private Wealth

February 2023 - Present · 3 yrs

Previous Registrations

Hantz Financial Services, INC.

June 2017 - January 2023 · 5 yrs 7 mos

Hantz Financial Services, INC.Broker

December 2015 - January 2023 · 7 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.