Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
311334658
SEC advisor number
801-40176
FINRA CRD number
110425
AUM ?
$19.65 bn
(as of 29 Mar 24)
Accounts
30,605
(as of 29 Mar 24)
Employees
61
(10 investment advisory or research)
Address
Matson Money.
5955 DEERFIELD BLVD
MASON
OH 45040
5955 DEERFIELD BLVD
MASON
OH 45040
Phone
5132048000
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jul 24
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22