LP Profile

Matrix Asset Advisors

Also known as matrix

Wealth ManagerWhite Plains, United StatesFounded 1986
White Plains
Headquarters
Investment Focus

About Matrix Asset Advisors

Matrix Asset Advisors is a wealth manager based in White Plains, US. Founded in 1986.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Matrix Asset Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.4B
Total Clients
650
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Matrix Asset Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Matrix Asset Advisors?

Matrix Asset Advisors is a wealth manager based in White Plains, United States.

Where is Matrix Asset Advisors headquartered?

Matrix Asset Advisors is headquartered in White Plains, United States.

When was Matrix Asset Advisors founded?

Matrix Asset Advisors was founded in 1986.

How can I contact Matrix Asset Advisors?

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