Matter Family Office

Matter Family Office (CRD# 106806) is a financial advisory firm headquartered in Clayton, MO. They manage $2,909,776,650 in 216 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,910
    MILLION
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $13,471,188
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, MO, NY, TX

Financial Advisors at Matter Family Office
Showing 1 - 10 of 18 top financial advisors.
1
Katherine M. Awbrey
CRD#: 5932841
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105

Katherine Awbrey (CRD# 5932841) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 8 years of experience in the finance industry.

2
Bradley J. Bishop
CRD#: 1441255
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105

Bradley Bishop (CRD# 1441255) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 28 years of experience in the finance industry.

3
Ryan M. Blackburn
CRD#: 4501608
1919 Mckinney Avenue, Suite 2031, Dallas, TX 75201

Ryan Blackburn (CRD# 4501608) is an Investment Advisor Representative working at Matter Family Office in Dallas, TX and has 1 year of experience in the finance industry. Ryan Blackburn 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.

4
Robin C. Catlin
CRD#: 2925975
210 University Blvd, Denver, CO 80206

Robin Catlin (CRD# 2925975) is an Investment Advisor Representative working at Matter Family Office in Denver, CO and has over 6 years of experience in the finance industry. Robin Catlin 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.

5
Cathleen E. Crews
CRD#: 6286479
1919 Mckinney Avenue, Suite 2031, Dallas, TX 75201

Cathleen Crews (CRD# 6286479) is an Investment Advisor Representative working at Matter Family Office in Dallas, TX and has over 6 years of experience in the finance industry.

6
David S. Dankmyer
CRD#: 5155590
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105

David Dankmyer (CRD# 5155590) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 13 years of experience in the finance industry.

7
David J. Ettenson
CRD#: 6076823
210 University Blvd, Suite 220, Denver, CO 80206

David Ettenson (CRD# 6076823) is an Investment Advisor Representative working at Matter Family Office in Denver, CO and has over 4 years of experience in the finance industry.

8
Brian J. Fernandez
CRD#: 4767507
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105

Brian Fernandez (CRD# 4767507) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 16 years of experience in the finance industry.

9
Whitney M. Kenter
CRD#: 4542272
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105

Whitney Kenter (CRD# 4542272) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 17 years of experience in the finance industry.

10
Katherine B. Lintz
CRD#: 4358913
7711 Bonhomme Ave., Suite 400, Floor 2, Clayton, MO 63105

Katherine Lintz (CRD# 4358913) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has 1 year of experience in the finance industry. Katherine Lintz 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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.