Matter Family Office

Matter Family Office (CRD# 106806) is a financial advisory firm headquartered in Clayton, MO. They manage $3,389,721,779 in 234 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,390
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $14,485,991
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
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 12 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 11 years of experience in the finance industry.

2
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 17 years of experience in the finance industry.

3
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.

4
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.

5
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 20 years of experience in the finance industry.

6
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 17 years of experience in the finance industry.

7
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.

8
Ashley C. Martin
CRD#: 5177069
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105

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.

9
Marlys Raycraft
CRD#: 7638789
210 University Blvd Suite 220, Denver, CO 80206

Marlys Raycraft (CRD# 7638789) is an Investment Advisor Representative working at Matter Family Office in Denver, CO and has 1 year of experience in the finance industry.

10
Philip E. Rollhaus
CRD#: 4937414
210 University Suite 210, Denver, CO 80206

Philip Rollhaus (CRD# 4937414) is an Investment Advisor Representative working at Matter Family Office in Denver, CO and has over 18 years of experience in the finance industry.

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