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Lisa Matter

MP RIA, LLC·DENVER, Colorado
Unclaimed Profile
4643 SOUTH ULSTER STREET, DENVER, CO 80237CRD# 7517161Firm CRD# 158689
01

About

Lisa Matter is a registered financial advisor based in DENVER, Colorado, affiliated with MP RIA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MP RIA, LLC
MP RIA, LLC
AUM
$113M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at MP RIA, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: DEVELOPMENT & CONSTRUCTION FEES
Regulatory
SEC/IARD CRD# 7517161
Firm CRD# 158689
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Matter offer?
Lisa Matter specializes in Retirement Planning. Contact their office in DENVER, Colorado for a consultation.
What are Lisa Matter's credentials?
Lisa Matter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Matter located?
Lisa Matter is based in DENVER, Colorado, working with MP RIA, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Lisa Matter charge for services?
Lisa Matter's firm is compensated through percentage of aum, performance-based fees, other: development & construction fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MP RIA, LLC?
MP RIA, LLC has approximately 22 employees and manages $113M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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