|
⚲
|
| Matson Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 122480 |
| SEC # | 801-61439 |
| CIK # | |
| AUM | $311.1 MM (2023-03-21) |
| Employees | 8 (50% Investors, 12% Brokers) |
| Phone | 203-743-0131 |
| Address | 4 Mountain View Terrace Danbury, CT 06810-4116 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 13.9 |
| (b) Individuals (high net worth individuals) | 160 | 295.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 208 | 311.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 208 | 311.1 |
| Total | 208 | 311.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 311.1 | |
| Total | 208 | 311.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Members Advisory Group LLC
✚
|
NY | 0.3 |
|
Financial Avengers Inc
✚
|
CA | 0.3 |
|
Robertson Wealth Management LLC
✚
|
TX | 0.3 |
|
Roger Wittlin Investment Advisory LLC
✚
|
CA | 0.3 |
|
Carriage Wealth Partners LLC
✚
|
IN | 0.3 |
|
Silverleafe Capital Partners LLC
✚
|
TN | 0.3 |
|
Prostatis Group LLC
✚
|
MD | 0.3 |
|
Essential Planning LLC
✚
|
NH | 0.3 |
|
Family Financial Solutions Group LLC
✚
|
CO | 0.3 |
|
Financial Freedom LLC
✚
|
OH | 0.3 |