Matson Money, Inc., a reputable investment advisory firm based in Mason, OH, is trusted by a vast client base of over 27,640 individuals, with an impressive $17,683,544,000 in assets under management. With two well-established offices, they offer comprehensive financial services tailored to their clients' needs. While 401K and individual accounts make up less than 30% of their assets under management, Matson Money, Inc. possesses the expertise to efficiently manage employer funds. Notably, they exclusively manage discretionary assets, giving clients the peace of mind that their investments are in capable hands.
With a team of 69 ...
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Assets Under Mgmt
$17.68B
Investment Professionals
11
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Other
Services Provided Section
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.