MW
Matthew Wideman
ACCORD CAPITAL MANAGEMENT, LTD.
BOISE, ID 83702
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CRD#: 7984671
MW
Professional summary
Matthew Wideman is a registered financial advisor currently at ACCORD CAPITAL MANAGEMENT, LTD. located in Boise, Idaho.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Matthew has worked at 1 firm and has passed the Series 65 exam.
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 Wideman'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
October 8, 2024 - Present
ACCORD CAPITAL MANAGEMENT, LTD.
Office #1: 802 W Bannock St Suite 602, Boise, ID 83702RIA
CRD#: 285933
BOISE, ID
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
Idaho(10/8/2024)
Current Firm
AC
ACCORD CAPITAL MANAGEMENT, LTD.
ACCORD CAPITAL | ACCORD CAPITAL MANANGEMENT, LTD. | ACCORD CAPITAL MANAGEMENT, LTD. | ACCORD CAPITAL LTD
CRD#: 285933 / SEC#:
Idaho
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Contact information
Main Address
802 W Bannock St Suite 602, Boise, ID 83702
Mailing Address
802 W Bannock St Suite 602, Boise, ID 83702
Phone number
(208) 720-4320
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 153 |
| AUM (Assets Under Management) | $ 32,000,000 |
Red Flags
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