MATRIX PLANNING INC
Tel: 310-399-0457 3015 Main Street Suite 403 Santa Monica, California 90405
About MATRIX PLANNING INC
MATRIX PLANNING INC is a Santa Monica, California based financial advisory firm with nearly $118,385,855 in assets under management and provides investment advisory services for 85 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
110812
Firm SEC#:
801-26943
Assets Under Management:
$118,385,855
No. of Clients:
85
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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