Matrix Asset Advisors Inc
● SEC registered since 1990CRD 107408SEC# 801-36872White Plains, NY
Reg. AUM
$1.4B
Employees
12
Accounts
650
Location
White Plains, NY
Matrix Asset Advisors Inc assets under management
Matrix Asset Advisors Inc is an SEC-registered investment adviser based in White Plains, NY. The firm has been registered since 1990. It reports $1.4 billion in regulatory assets under management and employs 12 people.
Matrix Asset Advisors Inc owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Adam Katz Control | President/Chief Investment Officer | 50-75% | 1990 |
| Jacqueline Algava Mandel Control | Chief Compliance Officer | Under 5% | 2022 |
| Jonathan Matthew Tom Control | Senior Vice President, Chief Operating Officer | Under 5% | 2015 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Matrix Asset Advisors Inc manage?
Matrix Asset Advisors Inc reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Matrix Asset Advisors Inc have?
Matrix Asset Advisors Inc reports 12 employees.
Where is Matrix Asset Advisors Inc located?
Matrix Asset Advisors Inc is based in White Plains, NY and has been SEC-registered since 1990.
Does Matrix Asset Advisors Inc disclose fund performance?
Matrix Asset Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 Bank Street, Suite 590, White Plains, NY 10606 |
| Phone | 212-486-2004 |
| Fax | 212-486-1822 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.4B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.4Bregulatory AUM
Discretionary $1.4B