Key facts
- MATRIX ASSET ADVISORS INC is a other based in WHITE PLAINS, NY.
- MATRIX ASSET ADVISORS INC reports $20.7M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 107408- Regulatory AUM
- $20.7M
- Private fund assets
- —
- Private funds
- —
- Staff
- 12
- Registered office
- WHITE PLAINS, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for MATRIX ASSET ADVISORS INC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is MATRIX ASSET ADVISORS INC's AUM?
- MATRIX ASSET ADVISORS INC manages approximately $20.7M in assets.