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RIA · CRD 110812SEC-RegisteredPrivate Fund Adviser

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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...

Overview

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

Frequently asked questions

Who controls Matrix Planning Inc?

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

Where is Matrix Planning Inc located?

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

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