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MATRIX PLANNING INC

dba MATRIX PLANNING INC · CRD 110812 · Registered Investment Adviser

Manages private funds

MATRIX PLANNING INC is a Registered Investment Adviser headquartered in SANTA MONICA, CA. The firm reports $121,375,926 in regulatory assets under management across 82 accounts, and manages 1 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$100,538,513
Non-discretionary$20,837,413
Total RAUM$121,375,926
Accounts82

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 110812. adviserinfo.sec.gov/firm/summary/110812.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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