The MATRIX ASSET ADVISORS INC is a privately held investment adviser that advises $1.27Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. MATRIX ASSET ADVISORS INC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 78.38% over the last 5-years.
The Group has been registered with the SEC for 36.15 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 10 BANK STREET SUITE 590, WHITE PLAINS, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 12 employees comprised of 8 investment and 4 non-investment staff. The total number of Employees decreased by 7.69% over the last 5-years.
Their $1.27Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 42 other accounts. Assets of High Net Worth Individuals clients own $848.19mn or 66.62% of Total Assets and Other Investment Advisers own $195.58mn or 15.36% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Other Investment Advisers.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
MATRIX ASSET ADVISORS INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.