David
Katz
Matrix Asset Advisors Inc
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About this Advisor
David Katz is a chartered financial analyst who works out of White Plains, New York with a total of 2 years of relevant experience. Katz works at Matrix Asset Advisors Inc. They have worked at Matrix Asset Advisors Inc for their whole career. Katz is able to work in New York. Matrix Asset Advisors Inc is a registered investment business operating out of White Plains, NY. It has $885 million in total assets across its 585 client accounts, placing it among the bigger firms in the United States by assets under management. The firm serves 11 charities and foundations. Of its 585 accounts, 41% belong to high-net-worth investors who have at least $1 million in assets. The business has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management typically depend on the type of financial services provided. Fees billed by Matrix Asset Advisors Inc can be comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Matrix Asset Advisors Inc Brokerage Details
$884,546,246
12
585
$1,512,045
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
David Katz Work History
David has been registered as a financial advisor for 2 years.*
Matrix Asset Advisors Inc
*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 David Katz 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 Asset Advisors Inc
White Plains, NY
White Plains, NY
White Plains, NY
White Plains, NY
White Plains, NY
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