Mattson Financial Services, LLC

$515MAssets under management
as of Jun 2026 · SEC Form ADV
Kentwood, MI
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Tech stack

No one at Mattson Financial Services, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Mattson Financial Services, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $295M held · filed Nov 2024
Fidelity
Per Form ADV · $863K held · filed Nov 2024