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
4 Mountain View Terrace, Suite 104, Danbury, CT 06810
https://www.linkedin.com/company/matson-financial-advisors-inc
By the Numbers
  • Total Assets Under Management
    382
    MILLION
  • Total Number of Accounts
    219
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CT, MA, NH, NY, TX

Financial Advisors at Matson Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael Matson, financial advisor Danbury CT
Michael J. Matson
CRD#: 1408878
4 Mountain View Terrace, Suite 104, Danbury, CT 06811

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, financial advisor Danbury CT
Audrey K. Himebaugh
CRD#: 4416291
4 Mountain View Terrace, Suite 104, Danbury, CT 06810

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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