SEC Form ADV

MATRIX ASSET ADVISORS INC

Firm profile: Matrix Asset Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY
$1.4B
Assets Under Management
650
Total Clients
12
Employees
Get LP Contact Details

Registration Details

Accession
CRD-107408
Location
WHITE PLAINS, NY
Filing Date
March 24, 2026
AUM
$1.4B
Total Clients
650
Institutional Clients
31
Employees
12
Amendment
No

Client Types

IndividualsHNW IndividualsInvestment CompaniesPension PlansCharitable OrganizationsOther AdvisersOther

About this Adviser

MATRIX ASSET ADVISORS INC is a registered investment adviser headquartered in WHITE PLAINS, NY, managing approximately $1.4B in assets across 650 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.