Matrix Planning Inc.
Matrix Planning Inc. (CRD# 110812) is a financial advisory firm headquartered in Santa Monica, CA. They manage $118,385,855 in 85 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Matrix Planning Inc.
By the Numbers
-
Total Assets Under Management118MILLION
-
Total Number of Accounts85ACCOUNTS
-
Average Account Value$1,392,775
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Matrix Planning Inc.
No Advisor Found.
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