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MATRIX PLANNING INC

Tel: 310-399-0457
3015 Main Street
Suite 403
Santa Monica, California  90405

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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

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

Hourly charges, Fixed fees, Other (A NEGOTIATED MONTHLY RETAINE

Firm CRD#:

110812

SEC#:

801-26943

No. of Clients:

85

Assets under Management

$118,385,855

No. of Advisors:

3

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