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MATTSON FINANCIAL SERVICES, LLC
CRD 153067 · SEC 801-120063
3226 28TH STREET SE, KENTWOOD, MI, 49512, United States
Phone
800-536-8907
Fax
616-805-5348
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$515.0M
Discretionary AUM
$514.7M
Team
22 total employees; 9 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES/ PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars401K CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1000 | $287.5M |
| High net worth individuals | 127 | $227.4M |
States served
MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD