MATTER FAMILY OFFICE

7711 Bonhomme Avenue
Suite 400
Clayton, Missouri 63105
Tel: 314-862-5190

About MATTER FAMILY OFFICE

MATTER FAMILY OFFICE, formally registered with the SEC as MATTER FAMILY OFFICE. The firm was established in 12/14/1990. They have over 4 offices throughout the country.

MATTER FAMILY OFFICE is a Clayton, Missouri based Financial Planning firm with nearly $3,389,721,779 assets under management, offering retirement planning & investment advisory services to 234 clients. The firm is staffed with 44 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106806
SEC#	801-37738
Assets Managed by Firm	$3,389,721,779
No. of Clients	234
No. of Advisors	44

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Education seminars/workshops
Other (CREATE & ADMINISTER LLC'S TO POOL CLIENT FUNDS TO INVEST IN SEPARATELY MANAGED INVESTMENT VEHICLES.)

Firm Client Information

	No. of Clients	AUM
Firm Total	234	$3,389,721,779
Individuals (other than high net worth individuals)	113	$183,343,506
High net worth individuals	117	$3,020,894,122
Charitable organizations	2	$34,460,481

More Retirement Planning firms in Clayton, Missouri:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NISA INVESTMENT ADVISORS, LLC 7676 Forsyth Blvd Suite 1100 St. Louis, MO, 63105-4141	$306,242,186,324	282	390
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218
ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St. Louis, MO, 63134	$40,337,272,573	14	27
MONETA GROUP INVESTMENT ADVISORS, LLC 100 South Brentwood Blvd. St. Louis, MO, 63105	$37,481,639,918	40790	501

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