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Michelle Lotz Matson

MATSON MONEY, INC.·MASON, Ohio
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5955 DEERFIELD BLVD., MASON, OH 45040CRD# 2693148Firm CRD# 110425
01

About

Michelle Lotz 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.

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# 2693148
Firm CRD# 110425
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michelle Lotz Matson offer?
Michelle Lotz Matson specializes in Investment Management. Contact their office in MASON, Ohio for a consultation.
What are Michelle Lotz Matson's credentials?
Michelle Lotz Matson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Lotz Matson located?
Michelle Lotz 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 Michelle Lotz Matson charge for services?
Michelle Lotz 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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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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