Kimberly Matisoff

from Arta Finance
SEC regulated
Regulated Investment Advisor
Kimberly Matisoff is a financial advisor based in California, Mountain View, with 12 years of experience. Kimberly currently works for Arta Finance. Kimberly maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kimberly Matisoff works at Arta Finance
Arta Finance is a financial advisory firm based in Mountain View, California. It currently has approximately $34,818,807 of assets under management and employs about 80 people. Arta Finance uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
153 Castro Street, Suite 200, Mountain View, California, 94041

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