Matrix Asset Advisors Inc.
Matrix Asset Advisors Inc. (CRD# 107408) is a financial advisory firm headquartered in New York, NY. They manage $678,793,126 in 1,064 accounts and serve the financial needs of clients across 51 states (or territories).
Total Assets Under Management679MILLION
Total Number of Accounts1,064ACCOUNTS
Average Account Value$637,963
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV