Kirby
Ott
Matter Family Office
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About this Advisor
Kirby Ott is a financial advisor operating in Saint Louis, Missouri who has 4 years of relevant experience. Ott currently works for Matter Family Office. Over the course of their career, they have held roles at Matter Family Office. Ott has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Colorado, Illinois and Missouri. Matter Family Office is a registered investment company headquartered in Saint Louis, MO. The firm has offices in two locations and a total of 44 employees. It manages $3 billion in assets across its 258 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to three charitable organizations. Of its 258 accounts, 79% are held by high-net-worth clients who have greater than $1 million in investable assets. Matter Family Office offers 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. Financial management fees usually depend on which services are provided. Fee types billed by Matter Family Office likely include 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
Kirby Ott Work History
Kirby has been registered as a financial advisor for 4 years.*
Matter Family Office
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 Kirby Ott 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
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