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MATRIX ASSET ADVISORS INC

WHITE PLAINS, NY · CRD 107408 · IAPD ↗ · matrixadvisorsdividendfund.com · 212-486-2004

$1.40BRegulatory AUM
8Advisory reps
12Employees
4Clients
101-250Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — MATRIX ASSET ADVISORS INC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2024 — MATRIX ASSET ADVISORS INC crossed $1B in regulatory AUM ($884.5M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.