Shareholder · Matson Money, Inc.
Matthew S. Matson
CRD 2700724 · Named on Form ADV at one SEC-registered adviser
At a glance
Matson Money, Inc., an SEC-registered asset manager based in Mason, OH with $24.3 billion in regulatory assets, lists Matthew S. Matson on its Form ADV as Shareholder.
Firms and roles
- Matson Money, Inc.ShareholderAsset manager · Mason, OH · $24B in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Daniel J. ListChief Compliance Officer & President, Matson Money, Inc.
- Mark E. MatsonCEO, CFO, Director, Shareholder, Matson Money, Inc.
- Melissa K. MatsonExecutive Vice President, Matson Money, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.