Erin
Mccloskey
Matter Family Office
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About this Advisor
Erin Mccloskey is a certified financial planner who works in Denver, Colorado with a total of 3 years of relevant experience. Mccloskey is currently employed by Matter Family Office. During their career, Mccloskey has held roles at Tnl Asset Management LLC, First Western Trust, University Of Colorado Cancer Center and Matter Family Office. Mccloskey can advise clients in Colorado and Missouri. Matter Family Office is a financial advisory business based in Saint Louis, MO. The company has offices in two locations and a total of 44 people on staff. It oversees $3 billion in assets under management among its 258 accounts, making it one of the largest firms in the United States by assets under management. The firm advises three charities and foundations. Of its 258 customer accounts, 79% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Matter Family Office performs a broad assortment of services, such as 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. A financial advisor's fees usually depend on the type of financial services offered. However, fee types charged by Matter Family Office most likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Matter Family Office Brokerage Details
$3,212,104,878
44
258
$12,450,019
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
Erin has been registered as a financial advisor for 3 years.*
Matter Family Office
Tnl Asset Management LLC
Tnl Asset Management LLC
First Western Trust
University Of Colorado Cancer Center
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Saint Louis, MO
Denver, CO
Dallas, TX
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Denver, CO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
