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).

Current Firm Details
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105
https://www.facebook.com/matter-family-office-183840454993700/
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 11 - 12 of 12 top financial advisors.
11
Margaux Roth, financial advisor Clayton MO
Margaux H. Roth
CRD#: 4875756
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105

Margaux Roth (CRD# 4875756) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 18 years of experience in the finance industry.

12
Andrew Sebastian, financial advisor Clayton MO
Andrew Sebastian
CRD#: 5749228
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105

Andrew Sebastian (CRD# 5749228) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 11 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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