Philip
Rollhaus
Matter Family Office
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About this Advisor
Philip Rollhaus is a chartered financial analyst working in Denver, Colorado with a total of 2 years of industry experience. Rollhaus works at Matter Family Office. Their career trajectory has included roles at Ascent Private Capital Management Of Us Bank and Matter Family Office. Rollhaus holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Colorado and Missouri. Matter Family Office is a company based out of Saint Louis, MO. The company has offices in two locations and a total of 44 employees. It manages $3 billion in assets under management among its 258 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves three charitable organizations. Of its 258 customer accounts, 79% are held by high-net-worth investors who have at least $1 million in assets. Matter Family Office has a broad set 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 for financial management largely vary depending on which services are offered. However, fees billed by Matter Family Office likely consist 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
Philip Rollhaus Work History
Philip has been registered as a financial advisor for 2 years.*
Matter Family Office
Ascent Private Capital Management Of Us Bank
*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 Philip Rollhaus 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
Denver, CO
Saint Louis, MO
Saint Louis, MO
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