Mattson Financial Services, LLC
Mattson Financial Services, LLC is an SEC-registered mass-market adviser in Kentwood, MI with $515.0M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Mattson Financial Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153067, SEC 801-120063, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $515.0M (2026-06-16)
- Firm type
- Mass-Market Adviser
- Location
- Kentwood, MI
- Employees
- 22
- Clients
- 1,127
- CRD
- 153067
- Ownership
- MATTSON, GARY, HERMAN; Steward, Taylor, Franklin; GREEN, GERALD, DOUGLAS; DAVIS, COREY, ROBERT; STEWARD, LAUREL, AUDREY
How much AUM does Mattson Financial Services, LLC have?
Mattson Financial Services, LLC reported $515.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Mattson Financial Services, LLC?
Disclosed owners and executives of Mattson Financial Services, LLC include MATTSON, GARY, HERMAN, Steward, Taylor, Franklin, GREEN, GERALD, DOUGLAS, DAVIS, COREY, ROBERT, STEWARD, LAUREL, AUDREY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.