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MATTER FAMILY OFFICE
ST LOUIS, MO
314-862-5190
SEC #801-37738Total AUM
$3.8B
Employees
55Clients
229Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8001 FORSYTH BLVD
SUITE 950
ST LOUIS
MO 63105
United States
SUITE 950
ST LOUIS
MO 63105
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
314-862-5190
Other Offices
2
Financials
Total AUM
$3.8B
Accounts
2,360Discretionary
$599.8M
Accounts
268Non-Discretionary
$3.2B
Accounts
2,092
Clients
Individual Clients
98AUM
$165.3M
HNW Individual Clients
128AUM
$3.4B
Pooled Vehicle Clients
1AUM
$172.3M
Charitable Organization Clients
2AUM
$26.3M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CREATE & ADMINISTER LLC'S TO POOL CLIENT FUNDS TO INVEST IN SEPARATELY MANAGED INVESTMENT VEHICLES
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOCTILMONYTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.