Margaux
Roth

Matter Family Office

CRD#4875756
Investment Advisor
in Saint Louis, MO

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About this Advisor

Margaux Roth is a certified financial planner operating out of Saint Louis, Missouri with a total of 4 years of industry experience. Roth works at Matter Family Office. Their career trajectory has included roles at Edward Jones and Matter Family Office. Roth maintains a Series 63 license, certifying them as a securities broker, and is able to serve investors in California, Colorado, Connecticut, Illinois and Missouri. Matter Family Office is a registered investment firm that has its headquarters in Saint Louis, MO. The firm has offices in two locations and a total of 44 financial advisors. It oversees $3 billion in assets under management among its 258 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to three charitable organizations. Of its 258 accounts, 79% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm 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 typically depend on which service is provided. Fees charged by Matter Family Office likely are comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

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

Margaux Roth Work History

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

2015 - Present (9 years)

Matter Family Office

2004 - 2015 (11 years)

Edward Jones

*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 Margaux Roth 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
Ashley Martin
Saint Louis, MO
Philip Rollhaus
Denver, CO
Thomas Bevington
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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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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