Philip Edward Rollhaus
Investment adviser representative at Matter Family Office
15 yearsExperience
2 statesRegistered in
CFADesignation
$3.8BFirm assets
Are you Philip Edward Rollhaus? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Matter Family OfficeApr 2021 to now
- Ascent Private Capital Management of US BankAug 2011 to Mar 2021
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (CO, MO).
Matter Family Office
Legal name: Matter, LLC
$3.8BAssets managed
229Clients
43Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4937414
- Firm CRD
- 106806