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MATRIX PLANNING INC
CRD 110812 · SEC 801-26943
3015 MAIN STREET, SUITE 403, SANTA MONICA, CA, 90405, United States
Phone
310-399-0457
Fax
310-399-0625
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$121.4M
Discretionary AUM
$100.5M
Team
4 total employees; 1 advisory reps
Clients
1-10
Fees
Hourly charges; Fixed fees; A NEGOTIATED MONTHLY RETAINER
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $832K |
| High net worth individuals | 15 | $118.9M |
| Pooled investment vehicles | 1 | $1.6M |
States served
CA
Official SEC filing: View on IAPD