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MATRIX PRIVATE CAPITAL GROUP LLC
MATRIX PRIVATE CAPITAL GROUP LLC
MATRIX PRIVATE CAPITAL GROUP
NEW YORK, New York
·
2 registered advisors
·
CRD# 285531
SEC# 801-108654
3
212-254-4876
01
Firm Overview
AUM
$447M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at MATRIX PRIVATE CAPITAL GROUP LLC
2 registered advisors
Richard Severin Fuld
NEW YORK, New York
CRD# 215527
Scott Adam Weissman
NEW YORK, New York
CFP
CRD# 2802682
05
Office Locations
NEW YORK, New York
2 advisors
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Data sourced from SEC Form ADV filings. MATRIX PRIVATE CAPITAL GROUP LLC (CRD# 285531) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.