Mattson Financial Services, LLC
● SEC registered since 2021CRD 153067SEC# 801-120063Kentwood, MI
Reg. AUM
$515M
Employees
22
Accounts
3,211
Location
Kentwood, MI
Mattson Financial Services, LLC assets under management
Mattson Financial Services, LLC is a registered investment adviser overseen by the SEC based in Kentwood, MI. The firm has been registered since 2021. It reports $515 million in regulatory assets under management and employs 22 people.
Mattson Financial Services, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Herman Mattson Control | Managing Member/Investment Advisor Representative | 50-75% | 2010 |
| Gerald Douglas Green | Member/Investment Advisor Representative | Under 5% | 2019 |
| Laurel Audrey Steward | Member/Chief Compliance Officer/Investment Advisor Representative | 10-25% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Mattson Financial Services, LLC manage?
Mattson Financial Services, LLC reports $515 million in regulatory assets under management on its Form ADV.
How many employees does Mattson Financial Services, LLC have?
Mattson Financial Services, LLC reports 22 employees.
Where is Mattson Financial Services, LLC located?
Mattson Financial Services, LLC is based in Kentwood, MI and has been SEC-registered since 2021.
Does Mattson Financial Services, LLC disclose fund performance?
Mattson Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3226 28th Street SE, Kentwood, MI 49512 |
| Phone | 800-536-8907 |
| Fax | 616-805-5348 |
| Office hours | 8:30 a.m.-2 p.m. Friday |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$515M▲ 33%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$515Mregulatory AUM
Discretionary $514.7MNon-discretionary $247K