Lance
Bryan

Matrix Private Capital Group

CRD#4587823
Investment Advisor
in Los Angeles, CA

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About this Advisor

Lance Bryan is a financial advisor based out of Los Angeles, California with 6 years of industry experience. Bryan is an employee of Matrix Private Capital Group. Their career trajectory has included roles at Matrix Private Capital Group and Neuberger Berman, LLC. Bryan maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and North Carolina. Matrix Private Capital Group is a firm based out of New York, NY. The company has offices in six locations and a total of 14 advisors. It controls $516 million in assets across its 1,006 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 1,006 client accounts, 64% are held by high-net-worth individuals who have more than $1 million in assets. Matrix Private Capital Group performs a wide set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually are based on the type of services provided. However, fees charged by Matrix Private Capital Group most likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

10250 Constellation Boulevard Ste. 100
Los Angeles, CA 90067

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Matrix Private Capital Group Brokerage Details

Total Assets Under Management

$515,773,025

CA Average: $7,464,549,021
Total Number of Employees

14

CA Average: 88
Total Number of Accounts

1,006

CA Average: 3,892
Average Account Size

$512,697

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Lance Bryan Work History

Lance has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Matrix Private Capital Group

2005 - 2017 (12 years)

Neuberger Berman, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lance Bryan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Matrix Private Capital Group

Ing Chea Ang
New York, NY
Thomas Bruce
Chicago, IL
Scott Weissman
Park City, UT
Laura Peysakhov
New York, NY
Marisa Camp
Chicago, IL
Lance Bryan
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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