MATTSON FINANCIAL SERVICES, LLC
CRD #153067 SEC #801-120063 KENTWOOD, MI 800-536-8907
SEC Registered Disclosures
Total AUM
$387M
Discretionary
$387M
Employees
9
Clients
1
Accounts
2,793
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $387M | $387M | $0 | 9 | 1 |
| Feb 2025 | $387M | $387M | $0 | 8 | 1 |
| Nov 2024 | $295.6M | $295.6M | $0 | 8 | 3 |
| Sep 2024 | $295.6M | $295.6M | $0 | 7 | 3 |
| Apr 2024 | $295.6M | $295.6M | $0 | 6 | 3 |
| Mar 2024 | $295.6M | $295.6M | $0 | 6 | 3 |
| Feb 2024 | $295.6M | $295.6M | $0 | 6 | 3 |
| Nov 2023 | $264.3M | $264.3M | $0 | 6 | 4 |
| Feb 2023 | $233.7M | $233.7M | $0 | 5 | 4 |
| Oct 2022 | $226M | $226M | $0 | 5 | 6 |
| Sep 2022 | $226M | $226M | $0 | 5 | 6 |
| Aug 2022 | $226M | $226M | $0 | 5 | 6 |
| Aug 2022 | $226M | $226M | $0 | 5 | 6 |
| Feb 2022 | $226M | $226M | $0 | 5 | 6 |
| Sep 2021 | $191.2M | $191.2M | $0 | 4 | 0 |
| May 2021 | $161.1M | $161.1M | $0 | 3 | 0 |
| Feb 2021 | $161.1M | $161.1M | $0 | 3 | 0 |
| Dec 2020 | $119.8M | $119.8M | $0 | 3 | 732 |
DateSep 2025
Total AUM$387M
Discretionary$387M
Non-Disc.$0
Employees9
Clients1
DateFeb 2025
Total AUM$387M
Discretionary$387M
Non-Disc.$0
Employees8
Clients1
DateNov 2024
Total AUM$295.6M
Discretionary$295.6M
Non-Disc.$0
Employees8
Clients3
DateSep 2024
Total AUM$295.6M
Discretionary$295.6M
Non-Disc.$0
Employees7
Clients3
DateApr 2024
Total AUM$295.6M
Discretionary$295.6M
Non-Disc.$0
Employees6
Clients3
DateMar 2024
Total AUM$295.6M
Discretionary$295.6M
Non-Disc.$0
Employees6
Clients3
DateFeb 2024
Total AUM$295.6M
Discretionary$295.6M
Non-Disc.$0
Employees6
Clients3
DateNov 2023
Total AUM$264.3M
Discretionary$264.3M
Non-Disc.$0
Employees6
Clients4
DateFeb 2023
Total AUM$233.7M
Discretionary$233.7M
Non-Disc.$0
Employees5
Clients4
DateOct 2022
Total AUM$226M
Discretionary$226M
Non-Disc.$0
Employees5
Clients6
DateSep 2022
Total AUM$226M
Discretionary$226M
Non-Disc.$0
Employees5
Clients6
DateAug 2022
Total AUM$226M
Discretionary$226M
Non-Disc.$0
Employees5
Clients6
DateAug 2022
Total AUM$226M
Discretionary$226M
Non-Disc.$0
Employees5
Clients6
DateFeb 2022
Total AUM$226M
Discretionary$226M
Non-Disc.$0
Employees5
Clients6
DateSep 2021
Total AUM$191.2M
Discretionary$191.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2021
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$119.8M
Discretionary$119.8M
Non-Disc.$0
Employees3
Clients732