Unclaimed Profile

Alex Garrett Ash

MATSON MONEY, INC.·MASON, Ohio

Series 6, Series 65Clean record4 years registeredMATSON MONEY, INC.

5955 DEERFIELD BLVD., MASON, OH 45040CRD# 4995156Firm CRD# 110425

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alex Garrett Ash · MASON, OH

Registration

CRD #4995156 · MATSON MONEY, INC. · 4 years registered

Brand Profile

Not yet started

Career History

WALEN FINANCIAL GROUP, LLC

Jun 2024 – present

ASH MATSON WEALTH PARTNERS, INC.

Jul 2022 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 65

Registration record

First registered · July 7, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MATSON MONEY, INC.

CRD 110425 · SEC 801-40176

AUM

$19.6B

Regulatory assets under management

Employees

30,605 client accounts

Services offered by MATSON MONEY, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Nonprofits & Foundations

View all advisors at MATSON MONEY, INC. →

Introduction

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Frequently Asked Questions

What services does Alex Garrett Ash offer?

Alex Garrett Ash specializes in Investment Management. Contact their office in MASON, Ohio for a consultation.

What are Alex Garrett Ash's credentials?

Alex Garrett Ash is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alex Garrett Ash located?

Alex Garrett Ash is based in MASON, Ohio, working with MATSON MONEY, INC.. Their office serves clients in the MASON metropolitan area and surrounding communities.

How does Alex Garrett Ash charge for services?

Alex Garrett Ash's firm is compensated through percentage of aum, other: see description in misc. section. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MATSON MONEY, INC.?

MATSON MONEY, INC. has approximately 61 employees and manages $19.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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