Marisa Elizabeth Camp

Matrix Private Capital Group

13 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Matrix Private Capital Group

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

202 clients

Average Client Portfolio

$2.5M average

Assets Under Management

$494.9M

Fee Structure

Financial Planning:Investment management only

Location

Phoenix, AZ

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Matrix Private Capital Group

February 2020 - Present · 6 yrs

Previous Registrations

Cresset Asset Management, LLC

September 2017 - September 2019 · 2 yrs

Neuberger Berman Bd LLC

May 2012 - October 2017 · 5 yrs 5 mos

Neuberger Berman Bd LLCBroker

November 2011 - October 2017 · 5 yrs 11 mos

State Registrations2 states

AZIL

Advisor

Exams

No exam information available for this advisor.