|
⚲
|
| Matson Financial Advisors Inc
✚
| |
|---|---|
| CRD # | 122480 |
| SEC # | 801-61439 |
| CIK # | |
| AUM | $381.5 MM (2024-03-21) |
| Employees | 7 (43% Investors, 14% Brokers) |
| Phone | 203-743-0131 |
| Address | 4 Mountain View Terrace Danbury, CT 06810-4116 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 17.4 |
| (b) Individuals (high net worth individuals) | 165 | 362.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 219 | 381.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 219 | 381.5 |
| Total | 219 | 381.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 381.5 | |
| Total | 219 | 381.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lefavi Wealth Management Inc
✚
|
UT | 0.4 |
|
Marks Wealth LLC
✚
|
MD | 0.4 |
|
Rosenblum Silverman Sutton SF Inc
✚
|
CA | 0.4 |
|
Objective Capital Management LLC
✚
|
OH | 0.4 |
|
MKT Advisors LLC
✚
|
CA | 0.4 |
|
Boltwood Capital Management
✚
|
CA | 0.4 |
|
Master's Wealth Management Inc
✚
|
PA | 0.4 |
|
Mosaic Pacific Investment Advisors LLC
✚
|
HI | 0.4 |
|
Narus Financial Partners LLC
✚
|
UT | 0.4 |
|
Global Kandor Advisors LLC
✚
|
FL | 0.4 |