Matthew Stephen Bonaguidi
Investment adviser representative at Gresham Partners, LLC
29 yearsExperience
1 stateRegistered in
$13.8BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Gresham Partners, LLCDec 1997 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Gresham Partners, LLC
$13.8BAssets managed
251Clients
2Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4359600
- Firm CRD
- 108668