CRD: 122480
Matson Financial Advisors, Inc.
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- Custodian
- BNY Mellon · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-1993
- Office Locations
- 1
Office Locations
About Matson Financial Advisors, Inc.
Matson Financial Advisors, Inc. is a family-owned, fee-based RIA (founded 1993) delivering comprehensive financial planning and wealth management across a client’s full financial life, plus employer retirement plan consulting and participant guidance. The firm emphasizes fiduciary, education-forward advice and long-term goal alignment, and implements portfolios using funds and ETFs. Custody through Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL JOHN MATSON
Chief Compliance Officer, President
- CRD
- #1408878
- Ownership
- 75% or more
LAURA BRUSH MATSON
President, Secretary
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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AUDREY KAY HIMEBAUGH
Broker
- CRD
- #4416291
Kyle Matson
--
- CRD
- #7298819
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $518,854,653 | $631,210 |
| Total | $518,854,653 | $631,210 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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