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MATTSON FINANCIAL SERVICES, LLC

Tel: 800-536-8907
3226 28th Street Se
Kentwood, Michigan  49512

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MATTSON FINANCIAL SERVICES, LLC

MATTSON FINANCIAL SERVICES, LLC is a Kentwood, Michigan based financial advisory firm with nearly $386,968,026 in assets under management and provides investment advisory services for 2793 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops , Other (401K CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES/ PERCENTAGE OF ASSETS UNDER ADVISEMEN

Firm CRD#:

153067

SEC#:

801-120063

No. of Clients:

2793

Assets under Management

$386,968,026

No. of Advisors:

8

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