MATTSON FINANCIAL SERVICES, LLC

KENTWOOD, Michigan·5 registered advisors·CRD# 153067
SEC# 801-1200630800-536-8907
01

Firm Overview

AUM
$296M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES/ PERCENTAGE OF ASSETS UNDER ADVISEMENT
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MATTSON FINANCIAL SERVICES, LLC

5 registered advisors
Corey Robert Davis
KENTWOOD, Michigan
Gary Herman Mattson
KENTWOOD, Michigan
Gerald Douglas Green
KENTWOOD, Michigan
Laurel Audrey Steward
KENTWOOD, Michigan
Taylor Franklin Steward
KENTWOOD, Michigan
05

Office Locations

KENTWOOD, Michigan
5 advisors

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Data sourced from SEC Form ADV filings. MATTSON FINANCIAL SERVICES, LLC (CRD# 153067) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.