MATTSON FINANCIAL SERVICES, LLC - Financial Advisor in Michigan, Kentwood

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

About 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

Firm CRD#:

153067

Firm SEC#:

801-120063

Assets Under Management:

$386,968,026

No. of Clients:

2793

No. of Advisors:

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 ADVISEMENT)

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