Marlys
Raycraft
Matter Family Office
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About this Advisor
Marlys Raycraft is a financial advisor based out of Denver, Colorado. Raycraft works at Matter Family Office. Over the course of their career, they have held roles at Matter Family Office, Ascent Private Capital Management, Guaranty Bank And Trust, Bank Of The West and Bostrom & Associates. Raycraft holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Colorado and Missouri. Matter Family Office is an advisory firm headquartered in Saint Louis, MO. The company has offices in two locations and a total of 44 employees. It controls $3 billion in assets under management among its 258 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to three charities and foundations. Of its 258 accounts, 79% are held by high-net-worth clients who have at least $1 million in assets available to invest. Matter Family Office performs a number 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. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types charged by Matter Family Office can include 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
Marlys Raycraft Work History
Marlys has been registered as a financial advisor for 0 years.*
Matter Family Office
Ascent Private Capital Management
Guaranty Bank And Trust
Bank Of The West
Bostrom & Associates
*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 Marlys Raycraft 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
Saint Louis, MO
Dallas, TX
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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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