Overview
Assets Under Management: $387 million
Headquarters: KENTWOOD, MI
High-Net-Worth Clients: 92
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.28
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,793
Discretionary Accounts: 2,793
Regulatory Filings
CRD Number: 153067
Last Filing Date: 2025-02-24 00:00:00
Website: https://mattsoncompanies.com