Best Investors Account Sign in
Inactive

David S. Dankmyer

Matter Family Office

St Louis, MO

CRD 5155590

Claim This Profile
Employer firm

Matter Family Office CRD 106806

$3.81B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • Educational seminars
  • CREATE & ADMINISTER LLC'S TO POOL CLIENT FUNDS TO INVEST IN SEPARATELY MANAGED INVESTMENT VEHICLES

From the firm’s Form ADV. Read the guides:

Current Employers
Matter Family Office

8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-02-27
MO RA APPROVED 2007-03-02
  • TX RA
    APPROVED_RES
    Since 2015-02-27
  • MO RA
    APPROVED
    Since 2007-03-02

Branch Locations

8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Matter Family Office Clayton MO 01/2006 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-01
  • S65 Uniform Investment Adviser Law Examination
    2007-03-01

View on SEC IAPD

Nearby Firms

EDWARD JONES
DANA INVESTMENT ADVISORS INC
STADIA CAPITAL, LLC

Nearby Investors

Craig Joseph Avenevoli
Gregory Rock Erekson
Lynette Kristine Rueckert Lodholz

Nearby Offices

EDWARD JONES · ST LOUIS, MO
EDWARD JONES · ST LOUIS, MO
DANA INVESTMENT ADVISORS INC · WEBSTER GROVES, MO

More in St Louis, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor