MATRIX PRIVATE CAPITAL GROUP

400 Park Ave
Suite 610
New York, New York 10022
Tel: 212-254-4876

About MATRIX PRIVATE CAPITAL GROUP

MATRIX PRIVATE CAPITAL GROUP, formally registered with the SEC as MATRIX PRIVATE CAPITAL GROUP. The firm was established in 12/08/2016. They have over 4 offices throughout the country.

MATRIX PRIVATE CAPITAL GROUP is a New York, New York based Financial Planning firm with nearly $447,233,913 assets under management, offering retirement planning & investment advisory services to 839 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285531
SEC#	801-108654
Assets Managed by Firm	$447,233,913
No. of Clients	839
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	839	$447,233,913
Individuals (other than high net worth individuals)	26	$16,987,643
High net worth individuals	103	$368,494,819
Corporations or other businesses	8	$46,144,961

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