Matson Financial Group, Inc.

Matson Financial Group, Inc. (CRD# 166261) is a financial advisory firm headquartered in , . They manage $30,374,781 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $867,851
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
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.

FL, LA

Financial Advisors at Matson Financial Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph E. Matson
CRD#: 322947
Palm City, FL
66
Wealthminder
score

Joseph Matson (CRD# 322947) is an Investment Advisor Representative working at Matson Financial Group, Inc. in Palm City, FL and has over 36 years of experience in the finance industry.

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