Matson Money, Inc.

Matson Money, Inc. (CRD# 110425) is a financial advisory firm headquartered in Mason, OH. They manage $6,169,102,747 in 57,392 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,169
    MILLION
  • Total Number of Accounts
    57,392
    ACCOUNTS
  • Average Account Value
    $107,491
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Publication of periodicals or newsletters
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Matson Money, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Daniel J. List
CRD#: 2619515
3700 Park 42 Drive, Suite 105a, Cincinnati, OH 45241
93
Wealthminder
score

Daniel List (CRD# 2619515) is an Investment Advisor Representative working at Matson Money, Inc. in Cincinnati, OH and has over 22 years of experience in the finance industry.

2
Mark E. Matson
CRD#: 1385759
5955 Deerfield Blvd., Cincinnati, OH 45040
93
Wealthminder
score

Mark Matson (CRD# 1385759) is an Investment Advisor Representative working at Matson Money, Inc. in Cincinnati, OH and has over 25 years of experience in the finance industry.

3
Michelle L. Matson
CRD#: 2693148
5955 Deerfield Blvd., Mason, OH 45040
93
Wealthminder
score

Michelle Matson (CRD# 2693148) is an Investment Advisor Representative working at Matson Money, Inc. in Mason, OH and has over 21 years of experience in the finance industry.

4
Steve B. Miller
CRD#: 2941806
5955 Deerfield Blvd., Cincinnati, OH 45040
93
Wealthminder
score

Steve Miller (CRD# 2941806) is an Investment Advisor Representative working at Matson Money, Inc. in Cincinnati, OH and has over 20 years of experience in the finance industry.

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