linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David S. Dankmyer

Matter Family Office

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David S. Dankmyer

David Dankmyer is an Investment Advisor Representative at Matter Family Office in Clayton, Missouri. David has been in the industry since January 2006. He is registered with the state of Missouri as an Investment Advisor Representative and is also a registered Investment Advisor Representative in Texas. David has passed the Uniform Investment Adviser Law Examination (Series 65) and specializes in providing financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisers. Matter Family Office is an investment advisor firm with headquarters in Clayton, Missouri, and has 18 Investment Advisor Representatives and a total of 38 Investment Advisory personnel. David is a member of the firm’s team that manages approximately $3.39 Billion in assets.

Firm Information

David Dankmyer is currently registered with Matter Family Office. Matter Family Office, based in Clayton, MO, provides financial planning, portfolio management, and educational seminars to high-net-worth individuals, charitable organizations, and pooled investment vehicles. They also create and administer LLCs for clients to pool funds for investments in separately managed vehicles. The firm manages over $3.3 billion in assets.
Matter Family Office

7711 BONHOMME AVENUE

CLAYTON, MO 63105

$3.39B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

create & administer llc's to pool client funds to invest in separately managed investment vehicles.

Create & administer llc's to pool client funds to invest in separately managed investment vehicles.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Dankmyer’s Registration & Firm History

MO

02/27/2015 - Present

Matter Family Office (CLAYTON MO)

Not sure if David S. Dankmyer is right for you?

Licenses & Designations

IA

Issued 03/01/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David S. Dankmyer.
Not sure if David S. Dankmyer is right for you?