|
⚲
|
| Matson Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 122480 |
| SEC # | 801-61439 |
| CIK # | |
| AUM | $446.9 M (2025-06-16) |
| Employees | 8 (38% Investors, 12% Brokers) |
| Phone | 203-743-0131 |
| Address | 4 Mountain View Terrace Danbury, CT 06810-4116 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 46.6 |
| (b) Individuals (high net worth individuals) | 128 | 398.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 221 | 446.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 221 | 446.9 |
| Total | 221 | 446.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 446.9 | |
| Total | 221 | 446.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legacy Financial Independent Advisors LLC
✚
|
KY | 0.5 |
|
Carl P Sherr & Co LLC
✚
|
MA | 0.5 |
|
Twenty-First Tailored Solutions Inc
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|
0.5 | |
|
DST Wealth Management LLC
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|
CA | 0.4 |
|
Worley Erhart-Graves Financial Advisors Inc
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|
IN | 0.4 |
|
Hendley & Co Inc
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|
OH | 0.4 |
|
Pine Harbor Wealth Management LLC
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|
VA | 0.4 |
|
Compass Financial Advisory Services LLC
✚
|
FL | 0.4 |
|
Orion Investment Co
✚
|
MO | 0.4 |
|
Pathway Financial Advisers LLC
✚
|
IN | 0.4 |