| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Herman Mattson Control | Managing Member/Investment Advisor Representative | 50-75% | 2010 |
| Gerald Douglas Green | Member/Investment Advisor Representative | Under 5% | 2019 |
| Laurel Audrey Steward | Member/Chief Compliance Officer/Investment Advisor Representative | 10-25% | 2019 |
Mattson Financial Services, LLC reports $387 million in regulatory assets under management on its Form ADV.
Mattson Financial Services, LLC reports 8 employees.
Mattson Financial Services, LLC is based in Kentwood, MI and has been SEC-registered since 2021.
Mattson Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3226 28th Street SE, Kentwood, MI 49512 |
| Phone | 800-536-8907 |
| Fax | 616-805-5348 |
| Office hours | 8:30 a.m.-2 p.m. Friday |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $387M |
| Non-discretionary | $0 |
| Total (RAUM) | $387M |