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| Happy Holidays!! thanks for using AUM13F!! |
| Matrix Asset Advisors Inc
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|---|---|
| CRD # | 107408 |
| SEC # | 801-36872 |
| CIK # | |
| AUM | $1.2 B (2025-03-25) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 212-486-2004 |
| Address | 10 Bank Street White Plains, NY 10606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Matrix Aggressive Value Partners LP | 2012-03-30 | 6.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 262 | 135.2 |
| (b) Individuals (high net worth individuals) | 319 | 652.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 119.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 40.9 |
| (h) Charitable organizations | 13 | 15.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 11 | 99.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 128.8 |
| Total | 620 | 1,192.1 |
| By Discretionary | ||
| Discretionary | 620 | 1,192.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 620 | 1,192.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.6 | |
| United States Persons | 1,171.5 | |
| Total | 620 | 1,192.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beirne Wealth Consulting Services LLC
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|
CT | 1.2 |
|
CWS Financial Advisors LLC
✚
|
MI | 1.2 |
|
Folger Nolan Fleming Douglas Capital Management Inc
✚
|
DC | 1.2 |
|
Hazlett Burt & Watson Inc
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WV | 1.2 |
|
Syntegra Private Wealth Group LLC
✚
|
MO | 1.2 |
|
Haven Global Partners LLC
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|
GA | 1.2 |
|
The Planning Center Inc
✚
|
IL | 1.2 |
|
Woodstock Corporation
✚
|
MA | 1.2 |
|
The Pinnacle Financial Group
✚
|
NY | 1.2 |
|
Intellus Advisors LLC
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|
FL | 1.2 |