MATRIX PLANNING INC

3015 Main Street
Suite 403
Santa Monica, California 90405
Tel: 310-399-0457

About MATRIX PLANNING INC

MATRIX PLANNING INC, formally registered with the SEC as MATRIX PLANNING INC. The firm was established in 05/15/1986. They have over 1 offices throughout the country.

MATRIX PLANNING INC is a Santa Monica, California based Financial Planning firm with nearly $118,385,855 assets under management, offering retirement planning & investment advisory services to 85 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110812
SEC#	801-26943
Assets Managed by Firm	$118,385,855
No. of Clients	85
No. of Advisors	3

Fee Structure

Hourly charges
Fixed fees
Other (A NEGOTIATED MONTHLY RETAINER)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	85	$118,385,855
High net worth individuals	16	$116,509,000

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