CRD: 281197
Matrix Private Wealth Management Inc.
$17.1M Total AUM
$16.0M Disc. AUM
-- 3Y CAGR
2 Employees
49 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-30-2015
- Office Locations
- 1
Office Locations
1979 Marcus Avenue Suite 210 Lake Success NY
About Matrix Private Wealth Management Inc.
Matrix Private Wealth Management is a Lake Success, NY RIA providing wealth management, tax planning, and retirement plan services, including 401(k) support. The firm emphasizes active management and broad diversification, using a value-oriented search across asset classes, sectors, and industries. Serves retail and institutional clients and custodies with Schwab and SEI.
Team overview
-- AVG AGE
$8.6M AVG AUM / ADVISOR
$349.4K AVG AUM / CLIENT
6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MAHATIR SALAM SIKDER
Chief Compliance Officer, President
- CRD
- #5851052
- Ownership
- 75% or more
Available
Available
Available
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A
Andrew Thomas Cabrera
Founder
- CRD
- #7901233
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,997,460 | -- |
| Non-Discretionary | $1,121,484 | -- |
| Total | $17,118,944 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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