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Home > Retirement Planners > pennsylvania > yardley > MATSON FINANCIAL ADVISORS, INC.
MATSON FINANCIAL ADVISORS, INC.
4 Mountain View Terrace
Suite 104
Danbury, Connecticut 06810-4116
Tel: 203-743-0131
About MATSON FINANCIAL ADVISORS, INC.
MATSON FINANCIAL ADVISORS, INC, formally registered with the SEC as MATSON FINANCIAL ADVISORS, INC. The firm was established in 09/12/2002. They have over 1 offices throughout the country.
MATSON FINANCIAL ADVISORS, INC. is a Danbury, Connecticut based Financial Planning firm with nearly $381,542,531 assets under management, offering retirement planning & investment advisory services to 219 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122480 |
| SEC# | 801-61439 |
| Assets Managed by Firm | $381,542,531 |
| No. of Clients | 219 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 219 | $381,542,531 |
| Individuals (other than high net worth individuals) | 52 | $17,407,782 |
| High net worth individuals | 165 | $362,091,509 |
| Charitable organizations | 2 | $2,043,240 |
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|---|---|---|---|
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| $194,796,322,013 | 93301 | 411 |
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