# Matrix Planning Inc

Matrix Planning Inc is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 110812
- **SEC file number:** 801-26943
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110812

## About

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.

## 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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- [Safe Harbor Retirement Planners](https://altss.com/profile/safe-harbor-retirement-planners)
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Last updated: 2026-06-03T20:00:00.000Z

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