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, SEC-registered registered investment adviser (since 2021) organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients and acts as a capital allocator, engaging third-party managers where appropriate. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, manager selection, periodic publications, and investor education through seminars and workshops. Fee arrangements are flexible and include asset-based fees, hourly charges, fixed fees and other structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 77Active vs passive
$190M in ETFs
41%
$77.9M
35%
$112M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DOUBLELINE MORTGAGE ETF (DMBS) | DoubleLine | Active | Intermediate Core Bond | $16.2M | 327,954 | 8.54% |
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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