Matrix Private Capital Group

Matrix Private Capital Group (CRD# 285531) is a financial advisory firm headquartered in New York, NY. They manage $447,233,913 in 839 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
400 Park Ave, Suite 610, New York, NY 10022
https://www.linkedin.com/company/matrixpcg/
By the Numbers
  • Total Assets Under Management
    447
    MILLION
  • Total Number of Accounts
    839
    ACCOUNTS
  • Average Account Value
    $533,056
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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 Bruce, financial advisor Chicago IL
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 21 years of experience in the finance industry.

2
Marisa Camp, financial advisor Phoenix AZ
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 Weissman, financial advisor Park City UT
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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