The Mather Group LLC
Legal Name: THE MATHER GROUP, LLC
Other Info
The Mather Group LLC, a DE Limited Liability Company, employs 65 people, 36 of whom are in advisory roles, and offers financial advisory services. Its SEC status is Approved, with a registration date of Feb 18, 2011. The number of clients served by the firm is unknown.
Retirement Planning for Smart Investors | The Mather Group
The Mather Group is an independent wealth management firm and fiduciary helping high-net-worth individuals achieve their unique vision of retirement.
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Direct Owners
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CHRISTOPHER FRANCIS YANNELLA
PRESIDENT OF THE FAMILY OFFICE owns less than 5%
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DIANA BETH JUHL
CHIEF COMPLIANCE OFFICER owns less than 5%
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MATHER GROUP HOLDINGS, INC.
SHAREHOLDER owns less than 5%
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MATHER HOLDINGS, LLC
SHAREHOLDER owns 75% or more
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MICHAEL ANDREW RYABIK
MANAGING PARTNER owns less than 5%
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PATRICK EDWARD LAWLOR
MANAGING DIRECTOR owns less than 5%
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STEVEN MALLIN BERMAN
CHAIRMAN OF FAMILY OFFICE SERVICES owns less than 5%
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STEWART MOHR MATHER
PRESIDENT owns less than 5%
Indirect Owners
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DAWN MARIE CORNWALL
TRUSTEE
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MATHER DYNASTY TRUST
SHAREHOLDER owns 75% or more
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STEWART MOHR MATHER
PRESIDENT & CHIEF COMPLIANCE OFFICER owns 75% or more
Custodians
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BANK OF AMERICA CORPORATION
United States