|
⚲
|
| Matson Money Inc
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|
|
|---|---|
| CRD # | 110425 |
| SEC # | 801-40176 |
| CIK # | 0001672512 |
| AUM | $20.6 B (2025-07-19) |
| Employees | 72 (14% Investors, 0% Brokers) |
| Phone | 513-204-8000 |
| Address | 5955 Deerfield Blvd Mason, OH 45040 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26,969 | 5.1 |
| (b) Individuals (high net worth individuals) | 2,345 | 4.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 6 | 10.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 493 | 0.3 |
| (h) Charitable organizations | 77 | 0.1 |
| (i) State or municipal government entities | 83 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 169 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 30,142 | 20.6 |
| By Discretionary | ||
| Discretionary | 30,142 | 20.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 30,142 | 20.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 20.6 | |
| Total | 30,142 | 20.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001672512] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wellth Advisory Services LLC
✚
|
23.6 | |
|
The Baldwin Group Wealth Advisors LLC
✚
|
FL | 21.0 |
|
LeafHouse Financial Advisors LLC
✚
|
TX | 20.7 |
|
Highland Consulting Associates Inc
✚
|
OH | 20.2 |
|
Bahl & Gaynor Inc
✚
|
OH | 20.1 |
|
Oppenheimer Asset Management Inc
✚
|
NY | 20.0 |
|
US Bancorp Investments Inc
✚
|
MN | 19.3 |
|
LPL Enterprise LLC
✚
|
SC | 18.9 |
|
Signature Estate & Investment Advisors LLC
✚
|
CA | 18.7 |
|
Wilmington Trust Investment Advisors Inc
✚
|
DE | 17.4 |