MATRIX ASSET ADVISORS INC

RIASEC RegisteredEst. 1990

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$2.2M

Accounts

650

Employees

Advisory reps

Firm details

Headquarters: WHITE PLAINS, New York
CRD number: 107408
Registered since: June 15, 1990
Website: www.matrixassetadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI60.69%
Other Investment Advisers13.99%
Other9.54%
Individuals6.67%
Investment Companies4.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Matrix Asset Advisors Inc is an independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and institutional clients. The firm has been SEC-registered since 1990 and operates under individual ownership. Its advisory mandate covers separate account management, retirement and pension consulting, and institutional strategies for investment companies and businesses. Investment activity shows a clear equity orientation: filings indicate a preference for exchange-traded equities and a material allocation to both individual stocks and ETFs. The firm identifies as an active ESG investor, suggesting ESG considerations are integrated into security selection and manager choices where applicable. Matrix Asset Advisors does not appear to operate as a capital allocator or run proprietary private funds; its model centers on discretionary portfolio management combined with fixed-fee planning services.