Matrix Capital Group

Matrix Capital Group (CRD# 33364) is a financial advisory firm headquartered in New York, NY. They manage $30,000,000 in 1 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $30,000,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, KS, NY

Financial Advisors at Matrix Capital Group
Showing 1 - 2 of 2 top financial advisors.
1
Eric J. Fry
CRD#: 1979628
Laguna Beach, CA
93
Wealthminder
score

Eric Fry (CRD# 1979628) is an Investment Advisor Representative working at Matrix Capital Group in Laguna Beach, CA and has over 7 years of experience in the finance industry.

2
Robert P. Fry
CRD#: 2578521
Irvine, CA
93
Wealthminder
score

Robert Fry (CRD# 2578521) is an Investment Advisor Representative working at Matrix Capital Group in Irvine, CA and has over 12 years of experience in the finance industry.

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