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MATTSON FINANCIAL SERVICES, LLC
CRD 153067File 801-120063
APPROVED
Retail clients
Disclosure events
Filing as of Jun 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$515.0M
Above cohort median (national)
Discretionary AUM
$514.7M
Non-discretionary $247K
Clients
1,127
3,211 accounts
Employees
22
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 4, 2021
- Principal office
- 3226 28TH STREET SE, KENTWOOD, MI, 49512
- Phone
- 800-536-8907
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $515.0M
- Discretionary AUM
- $514.7M
- Non-discretionary AUM
- $247K
- Discretionary accounts
- 3,207
- Non-discretionary accounts
- 4
- Total accounts
- 3,211
- AUM per client
- $457K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 127 | $227.4M |
| Individuals (other than high net worth individuals) | 1,000 | $287.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REFERRAL FEES/ PERCENTAGE OF ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.