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Building 2MATSON MONEY, INC.

Map pinMASON, OH
Phone513-204-8000
NotebookSEC #801-40176
Total AUM
$24.3B
Employees
69
Clients
29,985

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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