MR
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Matthew Thomas Roby

2 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
152 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$657.8M

Fee Structure

Financial Planning:Investment management only
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Location

25 1st Ave. Nw, Watertown, SD, 57201

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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 owns and works as an attorney at Roby Law Office since 2015. He dedicates minimal time to this non-investment related legal work.

Employment History
Current Registrations
Hi-Line Capital Management, LLC
March 2023 - Present · 2 yrs 11 mos
State Registrations1 state
SD
Advisor
Exams
No exam information available for this advisor.