Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > ohio > mason > MATSON MONEY, INC.
MATSON MONEY, INC.
5955 Deerfield Blvd.
Mason, Ohio 45040
Tel: 513-204-8000
About MATSON MONEY, INC.
MATSON MONEY, INC, formally registered with the SEC as MATSON MONEY, INC. The firm was established in 12/05/1991. They have over 2 offices throughout the country.
MATSON MONEY, INC. is a Mason, Ohio based Financial Planning firm with nearly $17,683,543,587 assets under management, offering retirement planning & investment advisory services to 30322 clients. The firm is staffed with 69 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110425 |
| SEC# | 801-40176 |
| Assets Managed by Firm | $17,683,543,587 |
| No. of Clients | 30322 |
| No. of Advisors | 69 |
Fee Structure
- A Percentage of AUM
- Other(SEE DESCRIPTION IN MISC. SECTION)
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 30322 | $17,683,543,587 |
| Individuals (other than high net worth individuals) | 27642 | $5,011,326,255 |
| High net worth individuals | 1819 | $3,529,862,818 |
| Pension and profit sharing plans | 511 | $305,271,349 |
| Charitable organizations | 65 | $63,209,001 |
| Corporations or other businesses | 177 | $95,382,920 |
More Retirement Planning firms in Mason, Ohio:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $71,982,699,043 | 134 | 133 | |
| $71,037,804,050 | 1405 | 151 | |
| $25,371,529,349 | 516 | 48 | |
| $24,763,108,831 | 4149 | 129 | |
| $23,908,418,539 | 68 | 122 |
Explore More Retirement Advisors in Mason, Ohio