MATSON MONEY, INC.

MATSON MONEY, INC. of MASON, OH is an SEC-registered investment adviser (CRD 110425). Regulatory assets under management: $24.3B.

Registration

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Corporations.

Officers, owners & control persons (25)

NameRoleLocation
Mark Edward MatsonCEO, CFO, DIRECTOR, SHAREHOLDER
Michelle Lotz MatsonVICE PRESIDENT, SECRETARY
Matthew Sanford MatsonSHAREHOLDER; VICE PRESIDENT OF TECHNOLOGY / SHAREHOLDER
Daniel Joseph ListCHIEF COMPLIANCE OFFICER & PRESIDENT
Melissa Kay MatsonEXECUTIVE VICE PRESIDENT
Joshua Matthew CrawfordVICE PRESIDENT OF COACHING
MATSON JOSEPH EDWARDCEO, CFO, DIRECTOR, SHAREHOLDER; PRESIDENT, CFO; PRESIDENT, CFO, DIRECTOR (+2 more)
MATSON MICHELLEVICE PRESIDENT, SECRETARY
MATSON MATTHEWSECRETARY, VICE PRESIDENT; SHAREHOLDER; VICE PRESIDENT OF TECHNOLOGY / SHAREHOLDER
LIST DANIEL JOSEPHCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & PRESIDENT
MCNEIL ALMUS LAWAINCHIEF COMPLIANCE OFFICER, VICE PRESIDENT; VICE PRESIDENT
MATSON MARY LOUSHAREHOLDER
CRAYCRAFT KENNETH ROYCHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER
MILLER STEVE BRADFORDPRESIDENT
KNOBLOCK ELIZABETH MARIECLO
SHEPARD ZACHARY DAVIDVICE PRESIDENT
Matson Melissa KayEXECUTIVE VICE PRESIDENT
WIEHE RICKVICE PRESIDENT OF OPERATIONS; VICE PRESIDENT OF PROJECT MANAGEMENT
Crawford Joshua MVICE PRESIDENT OF COACHING
ASH ALEX GARRETTVICE PRESIDENT OF ADVISOR RELATIONS
MATSON MICHELLE LOTZVICE PRESIDENT, SECRETARY
MATSON MATTHEW SANFORDVICE PRESIDENT OF TECHNOLOGY / SHAREHOLDER
CRAWFORD JOSHUA MATTHEWVICE PRESIDENT OF COACHING
WIEHE RICHARD MICHAELVICE PRESIDENT OF PROJECT MANAGEMENT
Joshua Michael CrawfordCO CEO

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