MM
Matthew S. Miller
ORIGAMI CAPITAL PARTNERS
Austin, TX 78701
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CRD#: 7547934
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Professional summary
Matthew Stephen Miller is a registered financial advisor currently at ORIGAMI CAPITAL PARTNERS, LLC located in Austin, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Matthew has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Stephen Miller's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 10, 2022 - Present
ORIGAMI CAPITAL PARTNERS, LLC
Office #1: 106 E. 6th Street Suite 900-152, Austin, TX 78701RIA
CRD#: 160054
Austin, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OC
ORIGAMI CAPITAL PARTNERS, LLC
ORIGAMI CAPITAL PARTNERS, LLC
CRD#: 160054 / SEC#: 801-73372
RIA
Registered Investment Advisory firm - (3/30/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(5/10/2022)
Exams
Current Firm
OC
ORIGAMI CAPITAL PARTNERS, LLC
ORIGAMI CAPITAL PARTNERS, LLC
CRD#: 160054 / SEC#: 801-73372
RIA
Registered Investment Advisory firm - (3/30/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
191 North Wacker Drive Suite 2350, Chicago, IL 60606
Mailing Address
Phone number
(312) 263-7800
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 1,501,486,751 |
Red Flags
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