Be advised. This firm is no longer registered.

Matrix Advisories Inc.

Matrix Advisories Inc. (CRD# 143482) is a financial advisory firm headquartered in Traverse City, MI. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Matrix Advisories Inc.
Showing 1 - 1 of 1 top financial advisors.
Joel G. Magner
CRD#: 1444333
4620 N Us 31 N, Traverse City, MI 49686

Joel Magner (CRD# 1444333) is an Investment Advisor Representative working at Matrix Advisories Inc. in Traverse City, MI and has over 31 years of experience in the finance industry.

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