Matrix Wealth Advisors Inc.
Matrix Wealth Advisors is a alternative asset management company based in Charlotte, NC. They operate 1 private fund and have approximately $250.2 million in total assets under management (AUM). You can view more information on Matrix Wealth Advisors including private fund info, contact info, top management and executives, website, email addresses, and more below:
Contact Details for Matrix Wealth Advisors
Matrix Wealth Advisors, Inc.
831 East Morehead Street
Suite 760
Charlotte, NC 28202-2731
United States
Phone: 704-358-3322
Fax: 704-358-3522
Website: http://matrixwealth.com
Overview of Matrix Wealth Advisors
Org. Type: Corporation
Registration Country: United States
0
SEC#: 801-57345
Org#: 109873
Legal Issues: No legal issues reported
Company Type: Other
Strategies/Sectors: Fund of Funds
Pooled Investments: Up to 10 percent
Private Funds Managed(1): Matrix Private Opportunities Fund I Llc
Ownership/Leadership of Matrix Wealth Advisors
| Giles K. Almond | President, Chief Compliance Officer |
| Anita L. Almond Revocable Trust | Owner |
Matrix Wealth Advisors Key Stats and Charts
Discretionary AUM: $250 million
Rank: 2680 out of 6900 private fund companies
Total AUM: $250 million
Rank: 2795 out of 6900 private fund companies
# of Accounts: 136
Rank: 660 out of 6900 private fund companies
Average Account Size: 1839450.36765
Rank: 3344 out of 6900 private fund companies
# of Employees: 7
Rank: 2645 out of 6900 private fund companies
# of Private Funds: 1
Rank: 4524 out of 6900 private fund companies
