MATTSON FINANCIAL SERVICES, LLC

3226 28th Street Se
Kentwood, Michigan 49512
Tel: 800-536-8907

About MATTSON FINANCIAL SERVICES, LLC

MATTSON FINANCIAL SERVICES, LLC, formally registered with the SEC as MATTSON FINANCIAL SERVICES, LLC. The firm was established in 01/04/2021. They have over 1 offices throughout the country.

MATTSON FINANCIAL SERVICES, LLC is a Kentwood, Michigan based Financial Planning firm with nearly $386,968,026 assets under management, offering retirement planning & investment advisory services to 2793 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153067
SEC#	801-120063
Assets Managed by Firm	$386,968,026
No. of Clients	2793
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES/ PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (401K CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2793	$386,968,026
Individuals (other than high net worth individuals)	914	$234,944,799
High net worth individuals	92	$152,020,262
Corporations or other businesses	1	$2,965

More Retirement Planning firms in Kentwood, Michigan:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

Explore More Retirement Advisors in Kentwood, Michigan

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.