Matrix Advisory Inc is a mid-sized advisory firm based in New York. It manages $53 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Florida and New York.
Matrix Advisory provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Matrix Advisory Inc is $53 million. $53 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Matrix Advisory Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Matrix Advisory is high net worth individuals with 5 clients and $53 million of assets under management. Among the 4 most similar advisory firms, Matrix Advisory has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $53 million for 5 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.
Matrix Advisory doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Matrix Advisory Inc performs its advisory services is located at 800 Third Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 6469689798 or by fax 3472575893. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at matrixadvisoryinc.us.