Matrix Private Wealth Management Inc.
Matrix Private Wealth Management Inc. (CRD# 281197) is a financial advisory firm headquartered in Lake Sucess, NY. They manage $12,541,855 in 41 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Matrix Private Wealth Management Inc.
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts41ACCOUNTS
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Average Account Value$305,899
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX
Financial Advisors at Matrix Private Wealth Management Inc.
1
Mahatir Sikder (CRD# 5851052) is an Investment Advisor Representative working at Matrix Private Wealth Management Inc. in Lake Sucess, NY and has over 8 years of experience in the finance industry.
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