Matson Financial Advisors, Inc.
● SEC registered since 2002CRD 122480SEC# 801-61439Danbury, CT
Reg. AUM
$518.9M
Employees
9
Accounts
822
Location
Danbury, CT
Matson Financial Advisors, Inc. assets under management
Matson Financial Advisors, Inc. is an SEC-registered investment adviser based in Danbury, CT. The firm has been registered since 2002. It reports $518.9 million in regulatory assets under management and employs 9 people.
Matson Financial Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laura Brush Matson | Secretary | Under 5% | 1993 |
| Michael John Matson Control | President/Chief Compliance Officer | Over 75% | 1993 |
Frequently asked questions
How much does Matson Financial Advisors, Inc. manage?
Matson Financial Advisors, Inc. reports $518.9 million in regulatory assets under management on its Form ADV.
How many employees does Matson Financial Advisors, Inc. have?
Matson Financial Advisors, Inc. reports 9 employees.
Where is Matson Financial Advisors, Inc. located?
Matson Financial Advisors, Inc. is based in Danbury, CT and has been SEC-registered since 2002.
Does Matson Financial Advisors, Inc. disclose fund performance?
Matson Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4 Mountain View Terrace, Suite 104, Danbury, CT 06810-4116 |
| Phone | 203-743-0131 |
| Fax | 203-743-4086 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$518.9M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$518.9Mregulatory AUM
Discretionary $0Non-discretionary $518.9M