Ashley MartinCRD Number: 5177069
Current Firm: Matter Family Office
Ashley Martin (CRD# 5177069) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has 1 year of experience in the finance industry. Ashley Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
Cetera Investment Advisers LLC
|Matter Family Office||Clayton, MO||Sep 2014 - Current||8|
|Mercer (acquired Hammond)||St. Louis, MO||Jan 2011 - Aug 2014||3|
Total Assets Under Management3,402MILLIONS
Total Number of Accounts210ACCOUNTS
Average Account Value$16,200,890
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, CT, IL, MO, NY, TX
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