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 registered investment adviser formed as an LLC and SEC-registered in 2021. The firm positions itself as a capital allocator for individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its advisory services extend to selecting third-party managers, producing periodical communications, and running educational seminars and workshops. Fee arrangements include AUM-based fees, hourly and fixed fees, and other billing structures. Mattson does not identify as an active ESG investor and is not organized as a multi-state or pension consulting adviser. The firm maintains an industry relationship with an insurance company.
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 9Marcus 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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