Matrix Asset Advisors Inc
Firm details
- Headquarters
- White Plains, New York
- CRD number
- 107408
- Registered since
- June 15, 1990
- Website
- www.matrixassetadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI60.69%
- Other Investment Advisers13.99%
- Other9.54%
- Individuals6.67%
- Investment Companies4.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Matrix Asset Advisors Inc is an independent, SEC‑registered RIA that has been operating since 1990. The firm is owned individually and serves both individual/family clients and institutional relationships. Its disclosed advisory services include financial planning, portfolio management for individuals, small businesses, investment companies and institutions, and pension consulting services. Fee arrangements combine asset‑based fees with fixed fees and other fee structures. Matrix identifies as an active ESG investor and does not position itself as a capital allocator running proprietary alternative funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds21%
- US Government Bonds8%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
David Katz
President, CIOCRD 1244427
Jacqueline Algava Mandel
Chief Compliance OfficerCRD 2920825
Contacts
3 of 7
Sherri Hurwitz
Vice PresidentCRD 6631804
Lisa Mabel
Vice PresidentCRD 2961513
Jordan Posner
PartnerCRD 1377445
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$189M in ETFs
60%
$113M
2%
$76.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MATRIX ADVISORS VALUE ETF (MAVF) | $54.2M | 400,490 | 28.70% |
Location
White Plains, NY
Westchester
Location
White Plains, NY
Headquartered in White Plains, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 10 Bank St
- Time zone
- ET (UTC-5)
- Office locations
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