Audrey
Himebaugh

Matson Financial Advisors, Inc

CRD#4416291
Investment Advisor
in Danbury, CT

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About this Advisor

Audrey Himebaugh is a financial advisor based in Danbury, Connecticut, working with Matson Financial Advisors, Inc. Audrey has previously held positions at Matson Financial Advis, Cetera Advisor Networks LLC, and Matson Financial Advisors, Inc. Audrey has passed the Series 63 regulatory exam and is registered to provide services in Connecticut. Currently, Audrey is part of Matson Financial Advisors, Inc, which operates out of Danbury, Connecticut. The firm has 7 employees and manages assets totaling $381.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Matson Financial Advisors, Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

4 Mountain View Terrace Suite 104
Danbury, CT 06810-4116

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Matson Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$381,542,531

CT Average: $5,297,377,271
Total Number of Employees

7

CT Average: 35
Total Number of Accounts

219

CT Average: 690
Average Account Size

$1,742,203

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Audrey Himebaugh Work History

2020 - Present (4 years)

Matson Financial Advisors, Inc

2013 - Present (11 years)

Cetera Advisor Networks LLC

1999 - Present (25 years)

Matson Financial Advis

Disclosures

Please visit the SEC profile of Audrey Himebaugh 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 Financial Advisors, Inc

Audrey Himebaugh
Danbury, CT
Michael Matson
Danbury, CT

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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