MATRIX PLANNING INC
SEC Form ADV profile.
Total regulatory AUM
$121,375,926
Discretionary
$100,538,513
Non-discretionary
$20,837,413
Firm details
- CRD number
- 110812
- SEC file number
- 801-26943
- Main office
- SANTA MONICA, CA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Hourly Fixed fees Other
As of October 2026.