MATTER, LLC

MATTER FAMILY OFFICE
CLAYTON, Missouri·11 registered advisors·CRD# 106806
SEC# 801-377383314-862-5190
01

Firm Overview

AUM
$3.4B
Regulatory assets under management
Employees
44
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at MATTER, LLC

11 registered advisors
Bradley J Bishop
CLAYTON, Missouri
Brian Joseph Fernandez
CLAYTON, Missouri
David S. Dankmyer
CLAYTON, Missouri
John Eric Lawrence
CLAYTON, Missouri
Katherine Banning Lintz
CLAYTON, Missouri
Kendall Marvin Young
CLAYTON, Missouri
Kirby T. Ott
CLAYTON, Missouri
Lisa Y. Hauck
CLAYTON, Missouri
Philip Edward Rollhaus
CLAYTON, Missouri
Ryan Michael Blackburn
CLAYTON, Missouri
Whitney M. Kenter
CLAYTON, Missouri
05

Office Locations

CLAYTON, Missouri
11 advisors

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Data sourced from SEC Form ADV filings. MATTER, LLC (CRD# 106806) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.