LH
Lauren Hebel
MATTER FAMILY OFFICE
CLAYTON, MO 63105
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CRD#: 7155152
LH
Professional summary
Lauren Hebel is a registered financial advisor currently at MATTER FAMILY OFFICE located in Clayton, Missouri.
Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Lauren has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I server as a Director and Treasurer for the Friedery Family Foundation. I devote 5-10 hours per quarter. My responsibilities as listed in our organizing articles include: Maintain foundation records, including organizational documents, tax returns and correspondence, records of disbursements, periodic financial reports, etc. Write checks for distributions, expenses, tax payments, etc., as directed by authorized foundation officers. Review, with foundation's financial advisors, the investment portfolio of the foundation and, as appropriate, make recommendations for investment allocations to achieve the return targets of the foundation. Prepare a quarterly report, for the foundation board, of the activities of the foundation in the applicable period.
CRS (Client Relationship Summary) - RIA
Click below to view Lauren Hebel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 13, 2019 - Present
MATTER FAMILY OFFICE
Office #1: 7711 Bonhomme Avenue Suite 400, Clayton, MO 63105RIA
CRD#: 106806
CLAYTON, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MATTER FAMILY OFFICE
FINANCIAL MANAGEMENT PARTNERS | MATTER, LLC | MATTER, INC. | MATTER FAMILY OFFICE | FINANCIAL MANAGEMENT PARTNERS CORPORATION
CRD#: 106806 / SEC#: 801-37738
RIA
Registered Investment Advisory firm - (12/14/1990 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(8/13/2019)
IAR
Missouri(8/13/2019)
IAR
Texas(8/13/2019)
Exams
Current Firm
MF
MATTER FAMILY OFFICE
FINANCIAL MANAGEMENT PARTNERS | MATTER, LLC | MATTER, INC. | MATTER FAMILY OFFICE | FINANCIAL MANAGEMENT PARTNERS CORPORATION
CRD#: 106806 / SEC#: 801-37738
RIA
Registered Investment Advisory firm - (12/14/1990 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7711 Bonhomme Avenue Suite 400, Clayton, MO 63105
Mailing Address
Phone number
(314) 862-5190
Established
Firm type
Fiscal year end
# of Employees
51
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,603 |
| AUM (Assets Under Management) | $ 3,545,783,894 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 09/20/2024 | ||
| 08/11/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MATTER FAMILY OFFICE
CRD#: 106806Clayton, MO 63105TRUST BUT VERIFY
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