Marisa
Camp

Matrix Private Capital Group

CRD#5469829
Investment Advisor
in Phoenix, AZ

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About this Advisor

Marisa Camp is a financial advisor based in Phoenix, Arizona, working with Matrix Private Capital Group. Marisa has previously held positions at Neuberger Berman LLC, Cresset Wealth Advisors, LLC, Cresset Asset Management, LLC (Fka Cresset Wealth Advisors, LLC), and Matrix Private Capital Group LLC. Marisa has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Illinois. Currently, Marisa is part of Matrix Private Capital Group, which operates out of Phoenix, Arizona. The firm has 3 offices and 10 employees. The firm manages assets totaling $447.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Matrix Private Capital Group includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Phoenix, AZ

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Matrix Private Capital Group Brokerage Details

Total Assets Under Management

$447,233,913

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

10

AZ Average: 88
Total Number of Accounts

839

AZ Average: 3,892
Average Account Size

$533,056

AZ 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
  • Selection of other advisers

Marisa Camp Work History

2019 - Present (6 years)

Matrix Private Capital Group LLC

2019 - 2019 (< 1 year)

Matrix Private Capital Group LLC

2017 - 2019 (2 years)

Cresset Wealth Advisors, LLC

2017 - 2019 (2 years)

Cresset Asset Management, LLC (Fka Cresset Wealth Advisors, LLC)

2007 - 2017 (10 years)

Neuberger Berman LLC

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Disclosures

Please visit the SEC profile of Marisa Camp 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

Thomas Bruce
Chicago, IL
Scott Weissman
Park City, UT
Marisa Camp
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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