PPrivate Fund Data Log in Join · $37/mo

David Adam Katz

President/Chief Investment OfficerMatrix Asset Advisors IncCRD 1244427

About David Adam Katz

David Adam Katz is listed as President/Chief Investment Officer at Matrix Asset Advisors Inc in White Plains, NY. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Matrix Asset Advisors Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Adam Katz work?

David Adam Katz is listed as President/Chief Investment Officer at Matrix Asset Advisors Inc on SEC Form ADV.

How much of Matrix Asset Advisors Inc does David Adam Katz own?

Form ADV reports a beneficial ownership band of 50-75%.

Matrix Asset Advisors Inc

TitlePresident/Chief Investment Officer
Ownership50-75%
Control personYes
Since1990
View Matrix Asset Advisors Inc →