Kirby OttCRD Number: 4572329
Current Firm: Matter Family Office
Kirby Ott (CRD# 4572329) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 13 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Matter Family Office||Clayton, MO||Sep 2009 - Current||7|
|Moneta Group, LLC||Clayton, MO||Jan 2005 - Sep 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2003|
|S65||NASAA Investment Advisors Law Examination||Jun 2012|
Total Assets Under Management2,210MILLIONS
Total Number of Accounts219ACCOUNTS
Average Account Value$10,089,232
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, CT, FL, IL, MO, NY, TX