MATSON MONEY, INC.

MASON, Ohio·5 registered advisors·CRD# 110425
SEC# 801-401761513-204-8000
01

Firm Overview

AUM
$19.6B
Regulatory assets under management
Employees
61
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Other: SEE DESCRIPTION IN MISC. SECTION
03

Specialties

Investment Management
04

Advisors at MATSON MONEY, INC.

5 registered advisors
Alex Garrett Ash
MASON, Ohio
Daniel Joseph List
MASON, Ohio
Joseph Edward Matson
MASON, Ohio
ChFC
Mark Edward Matson
MASON, Ohio
Michelle Lotz Matson
MASON, Ohio
05

Office Locations

MASON, Ohio
5 advisors

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Data sourced from SEC Form ADV filings. MATSON MONEY, INC. (CRD# 110425) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.