Matson Money

Trust Score 96%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


Matson Money, federally registered in 1991, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 3 advisors. Matson Money manages $15.7 billion and provides investment advisory services for 34,436 clients (1:11479 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $456,169
Hybrid Advisor No
Disciplinary History No
Total AUM $15.7 billion
Advisor / Client Ratio 1:11479
Headquarters Mason, OH
SEC Filings Forms and Brochures    (CRD # 110425)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

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