Mattson Financial Services, LLC
Firm details
- Headquarters
- Kentwood, Michigan
- CRD number
- 153067
- Registered since
- January 4, 2021
- Website
- mattsonfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals55.83%
- HNWI44.17%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mattson Financial Services, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2021 and acts as a capital allocator for its clients. The firm focuses on individuals and families and charges fees through a mix of asset-based percentages, hourly engagements, fixed fees and other arrangements. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, selection of outside advisers, periodic publications, and educational seminars or workshops. The firm reports an industry affiliation with an insurance company and does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.
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
- Exchange Traded Equities56%
- Public Funds/Mutual Funds31%
- Other10%
- Cash & Cash Equivalents2%
Contacts
3 of 9
Marcus Grost
Investment Advisor RepresentativeCRD 7646938
Laurel Steward
President and PartnerCRD 7147070
Taylor Steward
Partner, AdvisorCRD 7093084
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$213M in ETFs
40%
$85.9M
33%
$127M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $17.4M | 196,513 | 8.17% |
Location
Kentwood, MI
Kent
Location
Kentwood, MI
Headquartered in Kentwood, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 3226 28th St Se
- Time zone
- ET (UTC-5)
- Office locations
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