MATSON MONEY, INC.
CRD #110425 SEC #801-40176 MASON, OH 513-204-8000
SEC Registered
Total AUM
$20.6B
Discretionary
$20.6B
Employees
72
Clients
--
Accounts
30,142
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $20.6B | $20.6B | $0 | 72 | 0 |
| Mar 2025 | $20.6B | $20.6B | $0 | 72 | 0 |
| Mar 2024 | $19.6B | $19.6B | $0 | 61 | 0 |
| May 2023 | $17.7B | $17.7B | $0 | 69 | 0 |
| Mar 2023 | $17.7B | $17.7B | $0 | 69 | 0 |
| Aug 2022 | $19.2B | $19.2B | $0 | 72 | 0 |
| Mar 2022 | $19.2B | $19.2B | $0 | 72 | 0 |
| Mar 2021 | $16.4B | $16.4B | $0 | 76 | 0 |
| Jun 2020 | $17.2B | $17.2B | $0 | 72 | 0 |
| Mar 2020 | $17.2B | $17.2B | $0 | 72 | 0 |
| Mar 2019 | $15.7B | $15.7B | $0 | 75 | 0 |
| Jun 2018 | $16.8B | $16.8B | $0 | 68 | 0 |
| Mar 2018 | $16.8B | $16.8B | $0 | 74 | 0 |
| Mar 2017 | $7.4B | $7.4B | $0 | 68 | 30,200 |
| Mar 2016 | $6.2B | $6.2B | $0 | 63 | 28,000 |
| Mar 2015 | $6.1B | $6.1B | $0 | 60 | 25,108 |
| Mar 2014 | $5B | $5B | $0 | 48 | 20,500 |
| Mar 2013 | $3.6B | $3.6B | $0 | 39 | 16,650 |
| Mar 2012 | $3.3B | $3.3B | $0 | 11 | 14,800 |
| Oct 2009 | $1.8B | $1.8B | $10.7M | -- | -- |
| Apr 2009 | $1.8B | $1.8B | $10.7M | -- | -- |
| Dec 2007 | $2.6B | $2.6B | $10.4M | -- | -- |
| Dec 2006 | $2B | $2B | $9M | -- | -- |
| Nov 2005 | $1.4B | $1.4B | $10.7M | -- | -- |
| Jan 2005 | $866.4M | $857M | $9.4M | -- | -- |
| Jan 2005 | $866.4M | $857M | $9.4M | -- | -- |
| Jan 2004 | $633.2M | $624.2M | $9M | -- | -- |
| Oct 2001 | $437.1M | $425.1M | $12M | -- | -- |
DateJul 2025
Total AUM$20.6B
Discretionary$20.6B
Non-Disc.$0
Employees72
Clients0
DateMar 2025
Total AUM$20.6B
Discretionary$20.6B
Non-Disc.$0
Employees72
Clients0
DateMar 2024
Total AUM$19.6B
Discretionary$19.6B
Non-Disc.$0
Employees61
Clients0
DateMay 2023
Total AUM$17.7B
Discretionary$17.7B
Non-Disc.$0
Employees69
Clients0
DateMar 2023
Total AUM$17.7B
Discretionary$17.7B
Non-Disc.$0
Employees69
Clients0
DateAug 2022
Total AUM$19.2B
Discretionary$19.2B
Non-Disc.$0
Employees72
Clients0
DateMar 2022
Total AUM$19.2B
Discretionary$19.2B
Non-Disc.$0
Employees72
Clients0
DateMar 2021
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees76
Clients0
DateJun 2020
Total AUM$17.2B
Discretionary$17.2B
Non-Disc.$0
Employees72
Clients0
DateMar 2020
Total AUM$17.2B
Discretionary$17.2B
Non-Disc.$0
Employees72
Clients0
DateMar 2019
Total AUM$15.7B
Discretionary$15.7B
Non-Disc.$0
Employees75
Clients0
DateJun 2018
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees68
Clients0
DateMar 2018
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees74
Clients0
DateMar 2017
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees68
Clients30,200
DateMar 2016
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees63
Clients28,000
DateMar 2015
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees60
Clients25,108
DateMar 2014
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees48
Clients20,500
DateMar 2013
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees39
Clients16,650
DateMar 2012
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees11
Clients14,800
DateOct 2009
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$10.7M
Employees--
Clients--
DateApr 2009
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$10.7M
Employees--
Clients--
DateDec 2007
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$10.4M
Employees--
Clients--
DateDec 2006
Total AUM$2B
Discretionary$2B
Non-Disc.$9M
Employees--
Clients--
DateNov 2005
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$10.7M
Employees--
Clients--
DateJan 2005
Total AUM$866.4M
Discretionary$857M
Non-Disc.$9.4M
Employees--
Clients--
DateJan 2005
Total AUM$866.4M
Discretionary$857M
Non-Disc.$9.4M
Employees--
Clients--
DateJan 2004
Total AUM$633.2M
Discretionary$624.2M
Non-Disc.$9M
Employees--
Clients--
DateOct 2001
Total AUM$437.1M
Discretionary$425.1M
Non-Disc.$12M
Employees--
Clients--