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 corporate-structure registered investment adviser that has been SEC-registered since 1991. The firm serves both individual and family clients as well as institutional buyers, and it charges fees on a percentage-of-AUM basis alongside other fee arrangements. Matson Money’s advisory activities center on portfolio management for individuals, small businesses and investment companies, supplemented by publishing periodic investment commentary and running educational seminars and workshops. The firm does not describe itself as an ESG-focused investor.
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 3MARK 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
$3.3B in ETFs
83%
$2.7B
17%
$564M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) | BlackRock | Passive | Short Term Bond | $783M | 14,888,815 | 24.00% |
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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