Michelle
Matson
Matson Money, Inc
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About this Advisor
Michelle Matson is a financial advisor working out of Mason, Ohio who has 12 years of relevant experience. Matson is on the advisory team at Matson Money, Inc. They have been with Matson Money, Inc for the entirety of their career. Matson maintains a Series 65 license, designating them as an investment advisor representative, and is able to work in Ohio. Matson Money, Inc is a registered investment firm based in Mason, OH. The investment advisory business has a total of 69 people on staff. It controls $18 billion in assets among its 30,322 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 65 charitable organizations. Of its 30,322 accounts, just 6% belong to 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. Financial management fee schedules largely depend on which services are provided. However, fee types charged by Matson Money, Inc most likely are comprised 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
Michelle Matson Work History
Michelle has been registered as a financial advisor for 12 years.*
Matson Money, Inc (Formerly Known As Abundance Technologies)
*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 Michelle Matson 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
Asheville, NC
Arden, 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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