MATTSON FINANCIAL SERVICES, LLC
SEC Form ADV profile.
Total regulatory AUM
$514,980,868
Discretionary
$514,734,350
Non-discretionary
$246,518
Firm details
- CRD number
- 153067
- SEC file number
- 801-120063
- Main office
- KENTWOOD, MI, United States
- Employees
- 22
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.