Matrix Planning Inc.
Matrix Planning Inc. (CRD# 110812) is a financial advisory firm headquartered in Santa Monica, CA. They manage $92,943,608 in 165 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management93MILLION
Total Number of Accounts165ACCOUNTS
Average Account Value$563,295
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)