Unclaimed Profile

Mark Edward Matson

MATSON MONEY, INC.·MASON, Ohio

Clean recordMATSON MONEY, INC.

5955 DEERFIELD BLVD., MASON, OH 45040CRD# 1385759Firm CRD# 110425

Profile Verification

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

Identity

Mark Edward Matson · MASON, OH

Registration

CRD #1385759 · MATSON MONEY, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Edward Matson 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.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Institutional Investors

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MATSON MONEY, INC.

AUM

$19.6B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Other: SEE DESCRIPTION IN MISC. SECTION

Regulatory

SEC/IARD CRD# 1385759

Firm CRD# 110425

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Edward Matson offer?

Mark Edward Matson specializes in Investment Management. Contact their office in MASON, Ohio for a consultation.

What are Mark Edward Matson's credentials?

Mark Edward Matson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Edward Matson located?

Mark Edward Matson is based in MASON, Ohio, working with MATSON MONEY, INC.. Their office serves clients in the MASON metropolitan area and surrounding communities.

How does Mark Edward Matson charge for services?

Mark Edward Matson'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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