Matson Financial Advisors, Inc. is a large advisory firm based in Danbury. It manages $246.93 million of regulatory assets for 186 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Connecticut, Massachusetts, New York, and Texas.
Matson Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Matson Financial Advisors, Inc. is $246.93 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Matson Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Michael John Matson is high net worth individuals with 115 clients and $216.52 million of assets under management. Among the 12 most similar advisory firms, Matson Financial Advisors has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $246.93 million for 186 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Matson Financial Advisors doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael John Matson has been acting as President since 1 Nov 1993. Laura Brush Matson joined the executive team most recently as the Secretary.
The principal office where Matson Financial Advisors, Inc. performs its advisory services is located at 4 Mountain View Terrace, Danbury, CT 06810 4116, which is also the mailing address of the firm. An additional office of the firm is in Litchfield, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-743-0131 or by fax 203-743-4086. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at matsonfinancialadvisors.com.