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MATSON FINANCIAL ADVISORS, INC.
CRD 122480 · SEC 801-61439
4 MOUNTAIN VIEW TERRACE, SUITE 104, DANBURY, CT, 06810-4116, United States
Phone
203-743-0131
Fax
203-743-4086
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$518.9M
Discretionary AUM
$0
Team
9 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $34.4M |
| High net worth individuals | 156 | $481.8M |
| Charitable organizations | 2 | $2.6M |
States served
NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD