Philip Rollhaus (CRD# 4937414) is an Investment Advisor Representative working at Matter Family Office in Denver, CO and has over 18 years of experience in the finance industry.
CRD# 2014689
Tlg Advisors, Inc.
CRD# 4338504
Morgan Stanley
CRD# 1631449
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Matter Family Office | Denver, CO | Apr 2021 - Current | 3 |
| Ascent Private Capital Management Of Us Bank | Denver, CO | Aug 2011 - Mar 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
- CO
- MO
-
Total Assets Under Management3,390MILLIONS
-
Total Number of Accounts234ACCOUNTS
-
Average Account Value$14,485,991
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, CO, CT, IL, MO, NY, TX
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