Katherine
Lintz
Matter Family Office
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About this Advisor
Katherine Lintz is a certified financial planner who works in Saint Louis, Missouri with 28 years of industry experience. Lintz is an employee of Matter Family Office. They have spent all of their employment at Matter Family Office. Lintz is registered to operate in Colorado, Missouri and Texas. Matter Family Office is a financial advisory firm that has its headquarters in Saint Louis, MO. The firm has offices in two locations and a total of 44 financial advisors. It administers $3 billion in assets between its 258 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises three charitable organizations. Of its 258 client accounts, 79% are associated with high-net-worth clients who have more than $1 million in assets. Matter Family Office performs a number of services, including 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 vary depending on the financial services provided. However, fees billed 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
Katherine Lintz Work History
Katherine has been registered as a financial advisor for 28 years.*
Matter Family Office
*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 Katherine Lintz 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
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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.
