Overview
Assets Under Management: $20.6 billion
Headquarters: MASON, OH
High-Net-Worth Clients: 10
Average Client Assets: $513 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Educational Seminars
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.91
Average High-Net-Worth Client Assets: $513 million
Total Client Accounts: 30,142
Discretionary Accounts: 30,142
Regulatory Filings
CRD Number: 110425
Filing ID: 2004744
Last Filing Date: 2025-07-19 15:38:00
Website: https://matsonmoney.com