Overview
Assets Under Management: $580 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 84
Average Client Assets: $6.7 million
Frequently Asked Questions
MATRIX CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109523), MATRIX CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
MATRIX CAPITAL ADVISORS, LLC is headquartered in CHICAGO, IL.
MATRIX CAPITAL ADVISORS, LLC serves 84 high-net-worth clients according to their SEC filing dated March 23, 2018. View client details ↓
According to their SEC Form ADV, MATRIX CAPITAL ADVISORS, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
MATRIX CAPITAL ADVISORS, LLC manages $580 million in client assets according to their SEC filing dated March 23, 2018.
According to their SEC Form ADV, MATRIX CAPITAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.99%
Average Client Assets: $6.7 million
Total Client Accounts: 178
Discretionary Accounts: 174
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 109523
Filing ID: 1168559
Last Filing Date: 2018-03-23 13:23:00