Matune Basile Advisors
Firm details
- Headquarters
- Hermitage, Pennsylvania
- CRD number
- 168073
- Registered since
- November 30, 2018
- Website
- matunebasile.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI71.15%
- Individuals23.01%
- Corporations / Businesses4.31%
- Charitable Organizations1.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Matune Basile Advisors is an independent, individually owned registered investment adviser that began SEC registration in 2018. The firm serves both individual and family clients as well as institutional relationships, and it provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fees are charged as a percentage of assets under management and via hourly billing for certain services. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents8%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
3 of 3
Michael Basile
PrincipalCRD 2611256
John Matune
PrincipalCRD 6223618
Andrew Pursel
Vice President, Financial AdvisorCRD 7062170
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$246M in ETFs
81%
$199M
18%
$46.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV) | Vanguard | Passive | Intermediate Core Bond | $19.2M | 250,000 | 7.79% |
Location
Hermitage, PA
Mercer
Location
Hermitage, PA
Headquartered in Hermitage, PA, anchoring the Youngstown-Warren, OH-PA metro in the Northeast.
- Metro area
- Youngstown-Warren, OH-PA
- Region
- Northeast
- County
- Mercer
- Address
- 295 N Kerrwood Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
JFS Wealth Advisors, LLC
RIAHermitage, PA
Legacy Advisory Group, Inc.
RIAHermitage, PA
Ballast Financial Advisors, LLC
RIAWest Chester, PA
Cambrian Capital Management, L.L.C.
RIANewtown Square, PA
Keyvantage Wealth Advisors
RIABethlehem, PA
Weik Capital Management
RIAWyomissing, PA