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MATRIX ADVISORY
9174992939
SEC #801-112865Total AUM
$28M
Employees
1Clients
6Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
9174992939
Financials
Total AUM
$28M
Accounts
6Discretionary
$0
Accounts
0Non-Discretionary
$28M
Accounts
6
Clients
HNW Individual Clients
6AUM
$28M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
FLNY
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.