firm profile
Matrix Asset Advisors Inc
Overview
Matrix Asset Advisors Inc is an SEC registered investment adviser based in White Plains, NY, registered since 1990. It reports $1.4B in assets under management across 650 accounts, with 12 employees. It has 5 investment adviser representatives.
- Reported AUM
- $1.4B
- Discretionary
- 100%
- Accounts
- 650
- Average account
- $2.2M
- Employees
- 12
- Advisory reps
- 5
- Registered since
- 1990
- Jurisdictions
- 52
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 9
- David Adam Katz President, Chief Investment Officer CRD 1244427
- Jordan Fraser Posner Managing Director, Senior Portfolio Manager CRD 1377445
- Lon F Birnholz Senior Managing Director, Chief Financial Officer CRD 1745490
6 more executive officers, with direct contact details
Advisory reps 3 of 5
- Lon F Birnholz Investment Adviser Rep CRD 1745490
- David Adam Katz Investment Adviser Rep CRD 1244427
- Jordan Fraser Posner Investment Adviser Rep CRD 1377445
2 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 10 Bank St Ste 590
White Plains, NY 10606 - County
- Westchester
- Metro area
- New York-Newark-Jersey City, NY-NJ-PA
- Region
- Northeast
Registrations
- SEC registered
- Registered in 52 jurisdictions
- Website: matrixadvisorsdividendfund.com
Every state, with registration dates
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