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MELISSA MATSON LLC
CRD 293806
2520 ST. ROSE PARKWAY, STE. 313, HENDERSON, NV, 89074, United States
Phone
7028185585
Fax
702-834-6898
Registration
— (—)
Source
State registered
Total AUM
$15.0M
Discretionary AUM
$15.0M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Commissions
Org form
Limited Liability Company
Filing date
2023-10-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $15.0M |
All web addresses on file
Official SEC filing: View on IAPD