Matrix Private Capital Group
Matrix Private Capital Group (CRD# 285531) is a financial advisory firm headquartered in New York, NY. They manage $515,773,025 in 1,006 accounts and serve the financial needs of clients across 12 states (or territories).
-
Total Assets Under Management516MILLION
-
Total Number of Accounts1,006ACCOUNTS
-
Average Account Value$512,697
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IL, IN, MI, NC, NJ, NY, TX, UT, VA
Thomas Bruce (CRD# 4618403) is an Investment Advisor Representative working at Matrix Private Capital Group in Chicago, IL and has over 20 years of experience in the finance industry.
Marisa Camp (CRD# 5469829) is an Investment Advisor Representative working at Matrix Private Capital Group in Phoenix, AZ and has over 11 years of experience in the finance industry.
Scott Weissman (CRD# 2802682) is an Investment Advisor Representative working at Matrix Private Capital Group in Park City, UT and has over 27 years of experience in the finance industry.