Matrix Private Wealth Management

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Matrix Private Wealth Management — overview

Assets Under Management

Type

Wealth Manager

Location

New Hyde Park, NY, US

Alternative Asset Classes

-

About

Matrix Private Wealth Management is a US-based wealth manager and a registered investment manager. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. Its services include wealth management, tax planning, retirement planning, and portfolio management services. The wealth manager advises individuals, including high-net-worth individuals, charitable organizations, and other business entities.

Matrix Private Wealth Management - known decision makers (2)

Contact NamePositionLocationEmailTelephoneAsset Class
President & Chief Compliance OfficerNew Hyde Park, USGEN
Investment Advisor RepresentativeLake Success, USGEN

Showing 2 of 2 known decision makers Matrix Private Wealth Management

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