Matter Family Office

Matter Family Office (CRD# 106806) is a financial advisory firm headquartered in Clayton, MO. They manage $3,402,186,839 in 210 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,402
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $16,200,890
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, IL, MO, NY, TX

Financial Advisors at Matter Family Office
Showing 1 - 10 of 13 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 9 years of experience in the finance industry.

2
Cathleen E. Crews
CRD#: 6286479
3811 Turtle Creek Blvd., Suite 800, Dallas, TX 75219

Cathleen Crews (CRD# 6286479) is an Investment Advisor Representative working at Matter Family Office in Dallas, TX and has over 8 years of experience in the finance industry.

3
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 15 years of experience in the finance industry.

4
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 18 years of experience in the finance industry.

5
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.

6
Laura A. Mannz
CRD#: 6559059
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105

Laura Mannz (CRD# 6559059) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 7 years of experience in the finance industry. Laura Mannz 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.

7
Erin C. McCloskey
CRD#: 7011351
210 University Blvd Suite #220, Denver, CO 80206

Erin McCloskey (CRD# 7011351) is an Investment Advisor Representative working at Matter Family Office in Denver, CO and has 1 year of experience in the finance industry. Erin McCloskey 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.

8
Kirby T. Ott
CRD#: 4572329
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105

Kirby Ott (CRD# 4572329) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 19 years of experience in the finance industry.

9
Thierry J. Brunel
CRD#: 5190320
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105

Thierry Brunel (CRD# 5190320) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 15 years of experience in the finance industry.

10
Lauren Hebel
CRD#: 7155152
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105

Lauren Hebel (CRD# 7155152) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has 1 year of experience in the finance industry.

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