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Matson Financial Advisors, Inc.

● SEC registered since 2002CRD 122480SEC# 801-61439Danbury, CT
Export (members)
Reg. AUM
$446.9M
Employees
8
Accounts
221
Location
Danbury, CT

Matson Financial Advisors, Inc. assets under management

Matson Financial Advisors, Inc. is an SEC-registered investment adviser based in Danbury, CT. The firm has been registered since 2002. It reports $446.9 million in regulatory assets under management and employs 8 people.
www.linkedin.com/company/matson-financial-advisors-incView on SEC.gov ↗

Matson Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Laura Brush MatsonSecretaryUnder 5%1993
Michael John Matson ControlPresident/Chief Compliance OfficerOver 75%1993

Frequently asked questions

How much does Matson Financial Advisors, Inc. manage?

Matson Financial Advisors, Inc. reports $446.9 million in regulatory assets under management on its Form ADV.

How many employees does Matson Financial Advisors, Inc. have?

Matson Financial Advisors, Inc. reports 8 employees.

Where is Matson Financial Advisors, Inc. located?

Matson Financial Advisors, Inc. is based in Danbury, CT and has been SEC-registered since 2002.

Does Matson Financial Advisors, Inc. disclose fund performance?

Matson Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4 Mountain View Terrace, Suite 104, Danbury, CT 06810-4116
Phone203-743-0131
Fax203-743-4086
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$446.9M
Total (RAUM)$446.9M