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 $19,647,408,985 assets under management, offering retirement planning & investment advisory services to 30605 clients. The firm is staffed with 61 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110425
SEC#	801-40176
Assets Managed by Firm	$19,647,408,985
No. of Clients	30605
No. of Advisors	61

Fee Structure

A percentage of AUM
Other (SEE DESCRIPTION IN MISC. SECTION)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	30605	$19,647,408,985
Individuals (other than high net worth individuals)	27602	$5,186,910,856
High net worth individuals	2176	$4,259,419,070
Pension and profit sharing plans	487	$324,372,424
Charitable organizations	69	$74,732,416
Corporations or other businesses	174	$96,984,628

More Retirement Planning firms in Mason, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

Explore More Retirement Advisors in Mason, Ohio

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.