Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Rollhaus is a financial advisor at Matter Family Office. Philip has been in the industry since August 2011. He has a Series 65 license and is registered in Colorado and Missouri. Philip earned a Chartered Financial Analyst designation and is active in the industry. He has a history of working in the financial services industry, most recently at Ascent Private Capital Management of US Bank, where he began in August 2011. Philip is a member of the Beneficiary Relations Committee and Audit Committee of LJ Trust Company LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Create & administer llc's to pool client funds to invest in separately managed investment vehicles.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
05/28/2021 - Present
Matter Family Office (Denver CO)
IA
Issued 06/20/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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