MATRIX ASSET ADVISORS INC - Financial Advisor in New York, White Plains

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

About MATRIX ASSET ADVISORS INC

MATRIX ASSET ADVISORS INC is a White Plains, New York based financial advisory firm with nearly $1,021,341,468 in assets under management and provides investment advisory services for 606 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

107408

Firm SEC#:

801-36872

Assets Under Management:

$1,021,341,468

No. of Clients:

606

No. of Advisors:

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.)

Fee Structure:

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

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