Matson Financial Advisors, Inc.
Matson Financial Advisors, Inc. (CRD# 122480) is a financial advisory firm headquartered in Danbury, CT. They manage $175,212,106 in 153 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management175MILLION
-
Total Number of Accounts153ACCOUNTS
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Average Account Value$1,145,177
Compensation Options
- A percentage of assets under your management
- Hourly charges
- 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
CT, NY, TX
Financial Advisors at Matson Financial Advisors, Inc.
No Advisor Found.
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