Firm profile: Matrix Wealth Partners — investment focus, AUM, decision-makers and all regulatory filings
9 private funds reported on Form ADV Schedule D 7.B.1, $6.6B in combined gross assets.
MATRIX PARTNERS is a registered investment adviser headquartered in CAMBRIDGE, MA, managing approximately $6.6B in assets across 9 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.