Matthew
Der

Matson Money, Inc

CRD#7715542
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Matthew Der is a financial advisor based in Scottsdale, Arizona, working with Matson Money, Inc. Matthew has previously held positions at Keller Williams, Hanley Investment Group, Matson Money, and Chapman University. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Arizona and Ohio. Currently, Matthew is part of Matson Money, Inc, which operates out of Scottsdale, Arizona. The firm has 1 office and 61 employees. The firm manages assets totaling $19.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, publication of newsletters, and educational seminars. The fee structure at Matson Money, Inc includes asset-based and other fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Others

Office Location

18760 N. Pima Rd.
Scottsdale, AZ 85255

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Matson Money, Inc Brokerage Details

Total Assets Under Management

$19,647,408,985

AZ Average: $2,106,341,625
Total Number of Employees

61

AZ Average: 34
Total Number of Accounts

30,605

AZ Average: 1,972
Average Account Size

$641,967

AZ Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Matthew Der Work History

2021 - Present (3 years)

Matson Money

2020 - 2021 (1 year)

Keller Williams

2019 - 2019 (< 1 year)

Hanley Investment Group

2017 - 2018 (1 year)

Keller Williams

2013 - 2017 (4 years)

Chapman University

Disclosures

Please visit the SEC profile of Matthew Der to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Matson Money, Inc

Christopher French
Scottsdale, AZ
Cody Zindler
Mason, OH
Matthew Der
Scottsdale, AZ
Brian Debord
Mason, OH
John Potter
Charlotte, NC
Heather Nelson
Mason, OH
Peter Kitzerow
Mason, OH
Robert Gardner
Asheville, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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