Erin
Mccloskey
Matter Family Office
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About this Advisor
Erin Mccloskey is a financial advisor based in Denver, Colorado, working with Matter Family Office. Erin has previously held positions at Tnl Asset Management LLC, First Western Trust, and Matter Family Office. Erin is registered to provide services in Colorado and Missouri. Currently, Erin is part of Matter Family Office, which operates out of Denver, Colorado. The firm has 2 offices and 44 employees. The firm manages assets totaling $3.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars, and other services. The fee structure at Matter Family Office includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Matter Family Office Brokerage Details
$3,389,721,779
44
234
$14,485,991
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
- Other
Erin Mccloskey Work History
Matter Family Office
Tnl Asset Management LLC
Tnl Asset Management LLC
First Western Trust
Disclosures
Please visit the SEC profile of Erin Mccloskey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Matter Family Office
Dallas, TX
Saint Louis, MO
Denver, CO
Denver, CO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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