Unclaimed Profile

Katherine Banning Lintz

MATTER, LLC·CLAYTON, Missouri

Clean record30 years registeredMATTER, LLC

7711 BONHOMME AVENUE, CLAYTON, MO 63105CRD# 4358913Firm CRD# 106806

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Katherine Banning Lintz · CLAYTON, MO

Registration

CRD #4358913 · MATTER, LLC · 30 years registered

Brand Profile

Not yet started

Career History

MATTER FAMILY OFFICE

Oct 1995 – present

FINANCIAL MANAGEMENT PARTNERS

Oct 1995 – Dec 2002

ST. LOUIS, MO

Registrations & Exams

Registration record

First registered · October 25, 1995

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MATTER, LLC

CRD 106806 · SEC 801-37738

AUM

$3.4B

Regulatory assets under management

Employees

234 client accounts

Services offered by MATTER, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MATTER, LLC →

Introduction

Speak with Katherine

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Katherine is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CLAYTON?

Browse all registered financial advisors in CLAYTON, Missouri or claim this profile if it's yours.

Browse CLAYTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Katherine Banning Lintz offer?

Katherine Banning Lintz specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CLAYTON, Missouri for a consultation.

What are Katherine Banning Lintz's credentials?

Katherine Banning Lintz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Katherine Banning Lintz located?

Katherine Banning Lintz is based in CLAYTON, Missouri, working with MATTER, LLC. Their office serves clients in the CLAYTON metropolitan area and surrounding communities.

How does Katherine Banning Lintz charge for services?

Katherine Banning Lintz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MATTER, LLC?

MATTER, LLC has approximately 44 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →