| Name | Title | Ownership | Since |
|---|---|---|---|
| David Adam Katz Control | President/Chief Investment Officer | 50-75% | 1990 |
| Jacqueline Algava Mandel Control | Chief Compliance Officer | Under 5% | 2022 |
| Jonathan Matthew Tom Control | Senior Vice President, Chief Operating Officer | Under 5% | 2015 |
Matrix Asset Advisors Inc reports $1.2 billion in regulatory assets under management on its Form ADV.
Matrix Asset Advisors Inc reports 11 employees.
Matrix Asset Advisors Inc is based in White Plains, NY and has been SEC-registered since 1990.
Matrix Asset Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10 Bank Street, Suite 590, White Plains, NY 10606 |
| Phone | 212-486-2004 |
| Fax | 212-486-1822 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.19B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.19B |