CFO · Sandstone Asset Management Inc.
Ivan R. Matishak
CRD 8115815 · Named on Form ADV at one SEC-registered adviser
At a glance
Sandstone Asset Management Inc., an SEC-registered wealth manager based in Calgary, Canada with $331 million in regulatory assets, lists Ivan R. Matishak on its Form ADV as CFO.
Firms and roles
- Sandstone Asset Management Inc.CFOWealth manager · Calgary, Canada · $331M in regulatory assets
AtlasMembers
Ivan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Sharon E. WatkinsCEO & CCO, Sandstone Asset Management Inc.
- Brent D. PickerlPresident, Sandstone Asset Management Inc.
- Niomi N. DunnePortfolio Manager, Sandstone Asset Management Inc.
- Cheryl SungOperational and Financial Associate, Sandstone Asset Management Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ivan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.