Matthew
Der
Matson Money, Inc
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About this Advisor
Matthew Der is a financial advisor working out of Scottsdale, Arizona. Der is currently employed by Matson Money, Inc. Throughout their career, they have worked at Keller Williams, Hanley Investment Group, Matson Money, Chapman University and Temple City High School. Der holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Ohio. Matson Money, Inc is an advisory firm based in Mason, OH. It has a total of 69 people on staff. It manages $18 billion in total assets among its 30,322 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 65 charities and foundations. Of its 30,322 accounts, just 6% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Matson Money, Inc has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, publication of newsletters and educational seminars. Fees for financial management are based on the type of services provided. However, fees billed by Matson Money, Inc may include some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Matson Money, Inc Brokerage Details
$17,683,543,587
69
30,322
$583,192
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
Matthew has been registered as a financial advisor for 0 years.*
Matson Money
Keller Williams
Hanley Investment Group
Keller Williams
Chapman University
Temple City High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Mason, OH
Charlotte, NC
Scottsdale, AZ
Mason, OH
Arden, NC
Asheville, NC
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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