Lauren
Hebel

Matter Family Office

CRD#7155152
Investment Advisor
in Saint Louis, MO

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About this Advisor

Lauren Hebel is a chartered financial analyst working out of Saint Louis, Missouri who has 4 years of industry experience. Hebel is an advisor for Matter Family Office. During their career, the advisor has held roles at Matter Family Office and Friedery Family Foundation. Hebel is approved to work in Colorado, Missouri and Texas. Matter Family Office is a financial advisory firm based in Saint Louis, MO. The company has offices in two locations and a total of 44 people on staff. It controls $3 billion in assets across its 258 accounts, making it one of the largest firms in the country by assets under management. The firm provides services to three charitable organizations. Of its 258 client accounts, 79% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The business offers a diverse range 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 largely depend on the type of services. However, fees charged by Matter Family Office can consist of asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7711 Bonhomme Avenue Suite 400
Saint Louis, MO 63105

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Matter Family Office Brokerage Details

Total Assets Under Management

$3,212,104,878

MO Average: $11,469,110,461
Total Number of Employees

44

MO Average: 458
Total Number of Accounts

258

MO Average: 33,415
Average Account Size

$12,450,019

MO Average: $343,232

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

Lauren Hebel Work History

Lauren has been registered as a financial advisor for 4 years.*

2013 - Present (11 years)

Matter Family Office

2013 - Present (11 years)

Friedery Family Foundation

*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 Lauren Hebel 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

Erin Mccloskey
Denver, CO
Lauren Hebel
Saint Louis, MO
Cathleen Crews
Dallas, TX
Laura Mannz
Saint Louis, MO
Thierry Brunel
Saint Louis, MO
Thomas Bevington
Saint Louis, MO
Ashley Martin
Saint Louis, MO
Philip Rollhaus
Denver, CO

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.

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