Matson Money, Inc.
Firm details
- Headquarters
- Mason, Ohio
- CRD number
- 110425
- Registered since
- December 5, 1991
- Website
- www.matsonmoney.com
- Custodians
- AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies49.65%
- HNWI25.91%
- Individuals22.05%
- Pension & Profit Sharing Plans1.61%
- Corporations / Businesses0.4%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Matson Money, Inc. is a privately owned corporate advisory firm that has been SEC-registered since 1991. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management and other fee arrangements. Its primary advisory work is portfolio management for individuals/small businesses and for investment companies; the firm also publishes periodicals/newsletters and runs educational seminars and workshops. Matson Money does not self-identify as an active ESG investor and is not listed as a capital allocator or related adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3
Mark Matson
Founder & CEOCRD 1385759
Jeffrey Cooper
CEOCRD 6366670
Daniel List
Chief Compliance OfficerCRD 2619515
Contacts
3 of 11Heather Nelson
Conversion SpecialistCRD 5959839
Ronnie Kidd
AdvisorCRD 2286371
Robert Gardner
PresidentCRD 1788067
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$3.6B in ETFs
84%
$3B
16%
$589M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) | BlackRock | Passive | Short Term Bond | $813M | 15,505,032 | 22.65% |
Location
Mason, OH
Warren
Location
Mason, OH
Headquartered in Mason, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Warren
- Address
- 5955 Deerfield Blvd
- Time zone
- ET (UTC-5)
- Office locations
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