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

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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