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Building 2MATSON FINANCIAL ADVISORS, INC.

Map pinDANBURY, CT
Phone203-743-0131
NotebookSEC #801-61439
Total AUM
$518.9M
Employees
9
Clients
232

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 MOUNTAIN VIEW TERRACE
SUITE 104
DANBURY
CT 06810-4116
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
203-743-0131

ReceiptFinancials

Total AUM
$518.9M
Accounts
822
Discretionary
$0
Accounts
0
Non-Discretionary
$518.9M
Accounts
822

ContactClients

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Individual Clients
74
AUM
$34.4M
HNW Individual Clients
156
AUM
$481.8M
Charitable Organization Clients
2
AUM
$2.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNHNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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