MATRIX ASSET ADVISORS Overview
Matrix Asset Advisors Inc is an investment advisor that manages 1 BN dollars in regulatory AUM and has 15 employees, of which 10 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 670MM in positions, representing 64% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 670MM in positions, representing 64% of the manager's regulatory AUM.
MATRIX ASSET ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
MATRIX ASSET ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 5.74% | Tech | 23.15% | 0.37% | 0 | 0% | ||
| JPM | 4.91% | Financials | 0.11% | -0.37% | 0 | 0% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
MATRIX ASSET ADVISORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David A. Katz | President/Chief Investment Officer | May-1990 |
| Lon F. Birnholz | Senior Managing Director/Chief Financial Officer | September-2009 |
| Steven Roukis | Managing Director / Senior Portfolio Manager | January-2005 |
| Laurie S. Gaeta | Managing Director/Director Of Operations/Chief Compliance Officer | January-2010 |
| Jordan F. Posner | Managing Director / Senior Portfolio Manager | February-2005 |
| Steven Pisarkiewicz | Senior Managing Director/Senior Portfolio Manager | September-2009 |
| Stephan J. Weinberger | Managing Director/Senior Portfolio Manager | April-2010 |
MATRIX ASSET ADVISORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MATRIX ASSET ADVISORS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss ................................................................... 15
Methods of Analysis ............................................................................................................................... 15
Investment Strategies .............................................................................................................................. 16
Risk of Loss ............................................................................................................................................ 17
...
Unlock Full Investment Process Description
Methods of Analysis ............................................................................................................................... 15
Investment Strategies .............................................................................................................................. 16
Risk of Loss ............................................................................................................................................ 17
...
Unlock Full Investment Process Description
MATRIX ASSET ADVISORS Portfolio Concentration
MATRIX ASSET ADVISORS Location
747 THIRD AVENUE, 31ST FL
NEW YORK, New York
UNITED STATES, 10017
NEW YORK, New York
UNITED STATES, 10017
MATRIX ASSET ADVISORS Contact Information
Phone Number: 212-486-2004
Fax Number: 212-486-1822
Website: http://www.matrixassetadvisors.com
Fax Number: 212-486-1822
Website: http://www.matrixassetadvisors.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here