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 registered investment adviser organized as an LLC and owner-operated. The firm is SEC-registered (registration year 2018) and serves both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges advisory fees based on a percentage of assets under management and may also bill hourly for certain work. Matune Basile does not operate as a capital allocator and is not identified as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$251M in ETFs
81%
$204M
18%
$46.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV) | Vanguard | Passive | Intermediate Core Bond | $19.3M | 265,230 | 7.70% |
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
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