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).

By the Numbers
  • Total Assets Under Management
    516
    MILLION
  • Total Number of Accounts
    1,006
    ACCOUNTS
  • Average Account Value
    $512,697
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, IN, MI, NC, NJ, NY, TX, UT, VA

Financial Advisors at Matrix Private Capital Group
Showing 1 - 3 of 3 top financial advisors.
1
Thomas B. Bruce
CRD#: 4618403
500 West Madison Street, Suite 1000, Chicago, IL 60661

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.

2
Marisa E. Camp
CRD#: 5469829
Phoenix, AZ

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.

3
Scott A. Weissman
CRD#: 2802682
Park City, UT

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.

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