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Building 2MATRIX ASSET ADVISORS INC

Map pinWHITE PLAINS, NY
Phone212-486-2004
NotebookSEC #801-36872
Total AUM
$1.4B
Employees
12
Clients
651

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 BANK STREET
SUITE 590
WHITE PLAINS
NY 10606
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
212-486-2004

ReceiptFinancials

Total AUM
$1.4B
Accounts
650
Discretionary
$1.4B
Accounts
650
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
226
AUM
$93.2M
HNW Individual Clients
381
AUM
$848.2M
Investment Company Clients
1
AUM
$57.6M
Pension/Profit Sharing Plan Clients
17
AUM
$53.4M
Charitable Organization Clients
13
AUM
$16.1M
Investment Advisor Clients
12
AUM
$195.6M
Other Clients
1
AUM
$133.4M
Description of Other Clients
NON MATRIX STRATEGY ASSETS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING AGREEMENT WITH MONEYPAPER ADVISOR INC.
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FLAT FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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