Matrix Asset Advisors Inc

CRD 107408 · White Plains, NY · $1.4B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 107408
SEC number: 801-36872
Firm type: RIA
Assets under management: $1.4B as of Mar 24, 2026
Website: www.matrixadvisorsdividendfund.com ↗
Phone: 212-486-2004
Address: 10 Bank Street, White Plains, NY, 10606

Advisors at this firm

5 in our index · page 1 of 1

Lon F BirnholzCRD 1745490 · White Plains, NY

IA Registered
David Adam KatzCRD 1244427 · White Plains, NY

IA Registered
Jordan Fraser PosnerCRD 1377445 · White Plains, NY

IA RegisteredRegistration inactive
Steven George RoukisCRD 4631384 · White Plains, NY

IA Registered
Stephan Jan WeinbergerCRD 2239312 · White Plains, NY

IA Registered

Source & corrections

Where this page comes from

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