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Matson A Lehtinen

Wasatch Advisors LP

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About Matson A Lehtinen

Matson Lehtinen is an investment advisor representative with Wasatch Advisors LP, based in Salt Lake City, UT. Matson has been in the industry since 2011. Wasatch Advisors LP is a firm with a strong focus on providing portfolio management services for various clients, including individuals, businesses, investment companies, and pooled investment vehicles. They also provide model portfolio data to clients. The firm has a total of 237 client accounts under management, of which 236 are discretionary. Matson has Series 6, 63 and 65 licenses.

Firm Information

Matson Lehtinen is currently registered with Wasatch Advisors LP. Wasatch Advisors LP is an investment advisor based in SALT LAKE CITY, UT. They manage over $26 billion in assets for a variety of clients, including corporations, individuals, investment companies, and state and municipal governments. They offer portfolio management services for a variety of clients and provide model portfolio data to clients.
Wasatch Advisors LP

505 WAKARA WAY

SALT LAKE CITY, UT 84108

$26.66B

Assets Under Management

5

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide model portfolio data to clients

Provide model portfolio data to clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Matson Lehtinen’s Registration & Firm History

UT

04/11/2011 - Present

Wasatch Advisors LP (SALT LAKE CITY UT)

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Licenses & Designations

IA

Issued 04/07/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matson A Lehtinen.
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