|
⚲
|
| Matson Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 122480 |
| SEC # | 801-61439 |
| CIK # | |
| AUM | $518.9 M (2026-03-23) |
| Employees | 9 (56% Investors, 11% Brokers) |
| Phone | 203-743-0131 |
| Address | 4 Mountain View Terrace Danbury, CT 06810-4116 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 34.4 |
| (b) Individuals (high net worth individuals) | 156 | 481.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 822 | 518.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 822 | 518.9 |
| Total | 822 | 518.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 518.9 | |
| Total | 822 | 518.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Reify Wealth Advisors Inc
✚
|
IN | 0.5 |
|
McLaughlin Ryder Investments Inc
✚
|
VA | 0.5 |
|
Leading Edge Financial Planning LLC
✚
|
TN | 0.5 |
|
Benin Management Corp
✚
|
0.5 | |
|
Disciplined Equity Management Inc
✚
|
FL | 0.5 |
|
Uncommon Cents Investing LLC
✚
|
WI | 0.5 |
|
Orion Investment Co
✚
|
MO | 0.5 |
|
The Main Street Group Ltd
✚
|
VA | 0.5 |
|
Twenty-First Tailored Solutions Inc
✚
|
0.5 | |
|
James T Borello & Co
✚
|
IL | 0.5 |