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 founded and SEC-registered since 1990. The firm serves both individual/family and institutional clients, offering financial planning, discretionary portfolio management for individuals, small businesses, investment companies and institutions, plus pension consulting. Its compensation model includes a percentage-of-AUM component along with fixed and other fee arrangements. Matrix reports being an active ESG investor and is organized as a corporation under individual ownership.
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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