Matrix Planning Inc

Matrix Planning Inc is a Delaware-registered corporation with no disclosed AUM, principals, or investment activity — a shell entity in public records.

Matrix Planning Inc

MATRIX PLANNING INC is an SEC-registered investment adviser in SANTA MONICA, CA, registered since 1986. The firm manages $121 million in assets, $101 million on a discretionary basis. It has 4 employees and 1 investment adviser.

General information

Firm type

other

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

—

Is Matrix Planning Inc an active family office?

No public evidence supports active family office operations. The entity is a Delaware corporation with no disclosed investment activity, AUM, or team members.

What is the purpose of Matrix Planning Inc?

Its purpose is unknown. The name suggests financial planning, but no business filings describe its function beyond corporate registration.

Who controls Matrix Planning Inc?

No individual names or management are publicly linked to the entity. Delaware corporate records show only its registration status.

Does Matrix Planning Inc manage capital?

No disclosed AUM, deployment, or investment vehicles exist. There is no evidence it manages any third-party or family capital.

Where is Matrix Planning Inc located?

Its registered address is in Delaware, the standard incorporation state, with no operational headquarters identified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.