Parveen Gupta
Investment adviser representative at Mattern Capital Management, LLC
26 yearsExperience
2 statesRegistered in
$1.1BFirm assets
7 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
26 years in the industry.
- Mattern Capital Management, LLCNov 2022 to now
- UnemployedSep 2021 to Nov 2022
- Motorola SolutionsNov 2000 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Mattern Capital Management, LLC
$1.1BAssets managed
436Clients
8Advisers
7 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
- 7710700
- Firm CRD
- 299342