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MATRIX ASSET ADVISORS INC
CRD 107408 · SEC 801-36872
10 BANK STREET, SUITE 590, WHITE PLAINS, NY, 10606, United States
Phone
212-486-2004
Fax
212-486-1822
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.40B
Discretionary AUM
$1.40B
Team
12 total employees; 8 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; FLAT FEE
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingCONSULTING AGREEMENT WITH MONEYPAPER ADVISOR INC.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 226 | $93.2M |
| High net worth individuals | 381 | $848.2M |
| Investment companies | 1 | $57.6M |
| Pension/profit sharing plans | 17 | $53.4M |
| Charitable organizations | 13 | $16.1M |
| Other investment advisers | 12 | $195.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD