MATRIX ASSET ADVISORS INC

WHITE PLAINS, New York·13 registered advisors·CRD# 107408
SEC# 801-368720212-486-2004
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Other: PENSION CONSULTING SERVICES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MATRIX ASSET ADVISORS INC

13 registered advisors
Conall John Duffin
WHITE PLAINS, New York
David Adam Katz
WHITE PLAINS, New York
Douglas Steven Altabef
NEW YORK, New York
Jacqueline Algava Mandel
WHITE PLAINS, New York
Jonathan Matthew Tom
WHITE PLAINS, New York
Jordan Fraser Posner
WHITE PLAINS, New York
Laurie Skinner Gaeta
NEW YORK, New York
Lisa Aryn Mabel
WHITE PLAINS, New York
Lon F Birnholz
WHITE PLAINS, New York
Sherri Lynn Hurwitz
WHITE PLAINS, New York
Stephan Jan Weinberger
WHITE PLAINS, New York
Steven George Roukis
WHITE PLAINS, New York
Steven Pisarkiewicz
WHITE PLAINS, New York
05

Office Locations

WHITE PLAINS, New York
11 advisors
NEW YORK, New York
2 advisors

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Data sourced from SEC Form ADV filings. MATRIX ASSET ADVISORS INC (CRD# 107408) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.