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Daniel Joseph List

MATSON MONEY, INC.·MASON, Ohio
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5955 DEERFIELD BLVD., MASON, OH 45040CRD# 2619515Firm CRD# 110425
01

About

Daniel Joseph List is a registered financial advisor based in MASON, Ohio, affiliated with MATSON MONEY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Institutional Investors
Nonprofits & Foundations
03

Firm Overview

Firm
MATSON MONEY, INC.
MATSON MONEY, INC.
AUM
$19.6B
Regulatory assets under management
Employees
61
Total firm employees
View all advisors at MATSON MONEY, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Other: SEE DESCRIPTION IN MISC. SECTION
Regulatory
SEC/IARD CRD# 2619515
Firm CRD# 110425
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Joseph List offer?
Daniel Joseph List specializes in Investment Management. Contact their office in MASON, Ohio for a consultation.
What are Daniel Joseph List's credentials?
Daniel Joseph List is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Joseph List located?
Daniel Joseph List is based in MASON, Ohio, working with MATSON MONEY, INC.. Their office serves clients in the MASON metropolitan area and surrounding communities.
How does Daniel Joseph List charge for services?
Daniel Joseph List'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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Other advisors in MASON
Richard Louis Roeding — SUMMER HILL CAPITAL PARTNERS, LLCMatthew Sanford Matson — MATSON MONEY, INC.Elizabeth Marie Knoblock — MATSON MONEY, INC.Joseph Edward Matson — MATSON MONEY, INC.Timothy Daniel Cavanaugh — SUMMER HILL CAPITAL PARTNERS, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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