Matrix Group Of Funds, LLC is a large advisory firm based in Manchester Center. It manages $30.42 million of regulatory assets for 144 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of New York, Pennsylvania, and Vermont.
Matrix Group Of Funds provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Matrix Group Of Funds, LLC is $30.42 million. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Matrix Group Of Funds, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Adam Oliver Ihasz has been acting as President since 1 Nov 2004. Karen Sanders Patnaude joined the executive team most recently as the Chief Operating Officer.
The principal office where Matrix Group Of Funds, LLC performs its advisory services is located at 7190 Main Street Box 1584, Manchester Center, VT 05255 1584, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 802-362-5639 or by fax 802-362-7064. The normal business hours are 8:00 a.m to 5:00 p.m. on Monday - Friday.