|
⚲
|
| Matrix Asset Advisors Inc
✚
| |
|---|---|
| CRD # | 107408 |
| SEC # | 801-36872 |
| CIK # | |
| AUM | $1.0 BB (2024-03-22) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 212-486-2004 |
| Address | 10 Bank Street White Plains, NY 10606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Matrix Aggressive Value Partners LP | 2012-03-30 | 6.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 293 | 139.5 |
| (b) Individuals (high net worth individuals) | 274 | 541.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 102.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 38.5 |
| (h) Charitable organizations | 12 | 8.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 11 | 90.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 100.0 |
| Total | 606 | 1,021.3 |
| By Discretionary | ||
| Discretionary | 606 | 1,021.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 606 | 1,021.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 17.9 | |
| United States Persons | 1,003.5 | |
| Total | 606 | 1,021.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Greystone Financial Group LLC
✚
|
MI | 1.0 |
|
Falcon Wealth Planning Inc
✚
|
CA | 1.0 |
|
Folger Nolan Fleming Douglas Incorporated
✚
|
DC | 1.0 |
|
Duncan Williams Asset Management LLC
✚
|
TN | 1.0 |
|
Pinkerton Retirement Specialists LLC
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|
ID | 1.0 |
|
Valley Wealth Strategies LLC
✚
|
CA | 1.0 |
|
Claro Advisors LLC
✚
|
MA | 1.0 |
|
Fourstar Wealth Advisors LLC
✚
|
IL | 1.0 |
|
Hazlett Burt & Watson Inc
✚
|
WV | 1.0 |
|
Syntegra Private Wealth Group LLC
✚
|
MO | 1.0 |