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 registered investment adviser that provides financial planning and portfolio management to individuals, families, small businesses, institutional accounts and investment companies. The firm is registered with the SEC (registration year 1990) and reports offering financial planning, discretionary portfolio management across client types and pension consulting services. Matrix indicates it incorporates ESG considerations into its investment process.
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
Lon Birnholz
Partner, Senior Managing DirectorCRD 1745490
Steven Roukis
PartnerCRD 4631384
Jordan Posner
PartnerCRD 1377445
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$192M in ETFs
60%
$115M
2%
$77.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MATRIX ADVISORS VALUE ETF (MAVF) | $55M | 399,163 | 28.59% |
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
Similar firms
Halyard Asset Management LLC
RIAWhite Plains, NY
Tortoise Investment Management, LLC
RIAWhite Plains, NY
Lyonross Capital Management, LLC
RIAWhite Plains, NY
Rethink Capital Partners, LLC
RIAWhite Plains, NY
LNK Partners, LLC
RIAWhite Plains, NY
The Portfolio Strategy Group, LLC
RIAWhite Plains, NY