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MATSON MONEY, INC.
MASON, OH
513-204-8000
SEC #801-40176Total AUM
$24.3B
Employees
69Clients
29,985Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5955 DEERFIELD BLVD.
MASON
OH 45040
United States
MASON
OH 45040
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
513-204-8000
Other Offices
1
Financials
Total AUM
$24.3B
Accounts
29,979Discretionary
$24.3B
Accounts
29,979Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
26,217AUM
$5.4B
HNW Individual Clients
2,962AUM
$6.3B
Investment Company Clients
6AUM
$12.1B
Pension/Profit Sharing Plan Clients
477AUM
$391.7M
Charitable Organization Clients
81AUM
$80.6M
Government Entity Clients
75AUM
$11M
Corporation or Business Clients
167AUM
$98.1M
Services
Services Offered
Company Portfolio ManagementEducationIndividual Portfolio ManagementPublications
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SEE DESCRIPTION IN MISC. SECTION
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.