Matrix Asset Advisors Inc, based out of White Plains, NY, is a local investment advisory firm with a strong track record and a dedicated team of professionals. With 12 total employees, 7 of whom specialize in investment advisory services, they provide personalized financial guidance to a diverse client base. On average, each investment advisor manages approximately $82,630,000 in assets under management, which aligns with industry standards.
With over 300 individual clients, Matrix Asset Advisors Inc oversees a substantial amount of wealth, totaling over $884,546,000 in assets under management. While less than 30% of their assets...
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Assets Under Mgmt
$884.55M
Investment Professionals
7
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other: CONSULTING AGREEMENT WITH MONEYPAPER ADVISOR INC.
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