Assets Under Management
$494.9M
Number of Clients
202
Number of Advisors
3
Average Client AUM
$2.5M
AUM per Advisor
$165.0M
Compensation
Fee-Only (AUM)
Matrix offers customized wealth management incorporating traditional and alternative assets. Their approach emphasizes diversification and risk management, tailored to client values, goals, and risk tolerance. They select investment managers and provide ongoing supervision, performance reporting, and client consultation. They also manage private special purpose co-investment vehicles.
400 Park Ave, Suite 610, New York, NY, 10022