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Building 2MATTSON FINANCIAL SERVICES, LLC

Map pinKENTWOOD, MI
Phone800-536-8907
NotebookSEC #801-120063
Total AUM
$515M
Employees
22
Clients
1,127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3226 28TH STREET SE
KENTWOOD
MI 49512
United States
Operating Hours
8:30 AM-2 PM FRIDAY
8:30 AM - 5:00 PM MON - THURS
Phone
800-536-8907

ReceiptFinancials

Total AUM
$515M
Accounts
3,211
Discretionary
$514.7M
Accounts
3,207
Non-Discretionary
$246.5K
Accounts
4

ContactClients

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Individual Clients
1,000
AUM
$287.5M
HNW Individual Clients
127
AUM
$227.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
401K CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES/ PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLMITX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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