Matson Financial Advisors, Inc.
Matson Financial Advisors, Inc. (CRD# 122480) is a financial advisory firm headquartered in Danbury, CT. They manage $381,542,531 in 219 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management382MILLION
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Total Number of Accounts219ACCOUNTS
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Average Account Value$1,742,203
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, MA, NH, NY, TX
Financial Advisors at Matson Financial Advisors, Inc.
1
Michael Matson (CRD# 1408878) is an Investment Advisor Representative working at Matson Financial Advisors, Inc. in Danbury, CT and has over 37 years of experience in the finance industry.
2
Audrey Himebaugh (CRD# 4416291) is an Investment Advisor Representative working at Matson Financial Advisors, Inc. in Danbury, CT and has over 21 years of experience in the finance industry.
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