Matthew Edward Mai
Investment adviser representative at Price Financial Group Wealth Management, Inc.
10 yearsExperience
2 statesRegistered in
$173.5MFirm assets
4 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Price Financial Group Wealth Management, Inc.Sep 2022 to now
- Price Financial GroupFeb 2021 to now
- Cwm, LLCFeb 2021 to Sep 2022
- Price Financial Group Wealth ManagementAug 2020 to Dec 2021
- Fsc Securities CorpMay 2018 to Aug 2020
- LPL Financial, LLCJan 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Price Financial Group Wealth Management, Inc.
$173.5MAssets managed
549Clients
5Advisers
4 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
- 5721707
- Firm CRD
- 323146