Matrix Asset Advisors is an investment advisor in White Plains with $994.43 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
SEC CIK
IRS number
133569378
SEC advisor number
801-36872
FINRA CRD number
107408
AUM ?
$1.02 bn
(as of 22 Mar 24)
Accounts
606
(as of 22 Mar 24)
Employees
12
(7 investment advisory or research)
Address
Matrix Asset Advisors
10 BANK STREET
SUITE 590
WHITE PLAINS
NY 10606
10 BANK STREET
SUITE 590
WHITE PLAINS
NY 10606
Phone
2124862005
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22