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Katherine Michelle Awbrey

Matter Family Office

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About Katherine Michelle Awbrey

Katherine Awbrey is a financial advisor with over 10 years of experience in the industry. Katherine is currently registered with Matter Family Office in Clayton, Missouri. Previously, Katherine was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ladue, Missouri. Katherine is a licensed investment advisor representative with the State of Missouri. Katherine has her Series 7 and Series 66 licenses. Katherine has a strong focus on providing financial advice to high-net-worth individuals and families. Katherine also offers financial planning, portfolio management, and other advisory services. Katherine is dedicated to helping clients achieve their financial goals.

Firm Information

Katherine Awbrey 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Katherine Awbrey’s Registration & Firm History

MO

08/13/2019 - Present

Matter Family Office (CLAYTON MO)

MO

07/27/2012 - 09/04/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LADUE MO)

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Licenses & Designations

BOTH

Issued 10/30/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/26/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine Michelle Awbrey.
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