Matrix Asset Advisors Inc.
Matrix Asset Advisors Inc. (CRD# 107408) is a financial advisory firm headquartered in White Plains, NY. They manage $1,021,341,468 in 606 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management1,021MILLION
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Total Number of Accounts606ACCOUNTS
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Average Account Value$1,685,382
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, WY
Lon Birnholz (CRD# 1745490) is an Investment Advisor Representative working at Matrix Asset Advisors Inc. in White Plains, NY and has 1 year of experience in the finance industry.
David Katz (CRD# 1244427) is an Investment Advisor Representative working at Matrix Asset Advisors Inc. in White Plains, NY and has 1 year of experience in the finance industry.
Jordan Posner (CRD# 1377445) is an Investment Advisor Representative working at Matrix Asset Advisors Inc. in White Plains, NY and has over 36 years of experience in the finance industry.
Steven Roukis (CRD# 4631384) is an Investment Advisor Representative working at Matrix Asset Advisors Inc. in White Plains, NY and has 1 year of experience in the finance industry.
Stephan Weinberger (CRD# 2239312) is an Investment Advisor Representative working at Matrix Asset Advisors Inc. in White Plains, NY and has over 31 years of experience in the finance industry.