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Matson Money, Inc.

● SEC registered since 1991CRD 110425SEC# 801-40176Mason, OH
Export (members)
Reg. AUM
$20.57B
Employees
72
Accounts
30,142
Location
Mason, OH

Matson Money, Inc. assets under management

Matson Money, Inc. is an investment advisory firm registered with the SEC based in Mason, OH. The firm has been registered since 1991. It reports $20.6 billion in regulatory assets under management and employs 72 people.
instagram.com/matsonmoneyView on SEC.gov ↗

Matson Money, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Daniel Joseph List ControlChief Compliance Officer & PresidentUnder 5%2009
Joshua Matthew Crawford ControlVice President Of CoachingUnder 5%2019
Mark Edward Matson ControlCeo, Cfo, Director, ShareholderOver 75%1991
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Frequently asked questions

How much does Matson Money, Inc. manage?

Matson Money, Inc. reports $20.6 billion in regulatory assets under management on its Form ADV.

How many employees does Matson Money, Inc. have?

Matson Money, Inc. reports 72 employees.

Where is Matson Money, Inc. located?

Matson Money, Inc. is based in Mason, OH and has been SEC-registered since 1991.

Does Matson Money, Inc. disclose fund performance?

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

Contact & registration

Address5955 Deerfield Blvd., Mason, OH 45040
Phone513-204-8000
Fax513-204-8005
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1672512
Discloses disciplinary historyNo

Assets under management

Discretionary$20.57B
Non-discretionary$0
Total (RAUM)$20.57B