MATRIX ASSET ADVISORS INC

10 Bank Street
Suite 590
White Plains, New York 10606
Tel: 212-486-2004

About MATRIX ASSET ADVISORS INC

MATRIX ASSET ADVISORS INC, formally registered with the SEC as MATRIX ASSET ADVISORS INC. The firm was established in 06/15/1990. They have over 1 offices throughout the country.

MATRIX ASSET ADVISORS INC is a White Plains, New York based Financial Planning firm with nearly $1,021,341,468 assets under management, offering retirement planning & investment advisory services to 606 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107408
SEC#	801-36872
Assets Managed by Firm	$1,021,341,468
No. of Clients	606
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees
Other (PENSION CONSULTING SERVICES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING AGREEMENT WITH MONEYPAPER ADVISOR INC.)

Firm Client Information

	No. of Clients	AUM
Firm Total	606	$1,021,341,468
Individuals (other than high net worth individuals)	293	$139,510,448
High net worth individuals	274	$541,375,184
Pension and profit sharing plans	14	$38,533,915
Charitable organizations	12	$8,532,495
Other investment advisers	11	$90,774,114

More Retirement Planning firms in White Plains, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

Explore More Retirement Advisors in White Plains, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.