MATSON MONEY, INC.

CRD 110425 · SEC 801-40176

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5955 DEERFIELD BLVD., MASON, OH, 45040, United States

Phone

513-204-8000

Fax

513-204-8005

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$24.33B

Discretionary AUM

$24.33B

Team

69 total employees; 9 advisory reps

Clients

—

Fees

Percentage of AUM; SEE DESCRIPTION IN MISC. SECTION

Org form

Corporation

Filing date

2026-05-15

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Publication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	26217	$5.36B
High net worth individuals	2962	$6.30B
Investment companies	6	$12.08B
Pension/profit sharing plans	477	$391.7M
Charitable organizations	81	$80.6M
State/municipal entities	75	$11.0M
Corporations/business entities	167	$98.1M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

Official SEC filing: View on IAPD

MATSON MONEY, INC.

Services

Client types

States served

All web addresses on file