Overview
Assets Under Management: $387 million
Headquarters: KENTWOOD, MI
High-Net-Worth Clients: 92
Average Client Assets: $2 million
Frequently Asked Questions
MATTSON FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153067), MATTSON FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
MATTSON FINANCIAL SERVICES, LLC is headquartered in KENTWOOD, MI.
MATTSON FINANCIAL SERVICES, LLC serves 92 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, MATTSON FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
MATTSON FINANCIAL SERVICES, LLC manages $387 million in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, MATTSON FINANCIAL SERVICES, LLC serves high-net-worth individuals. View client details ↓
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