MATRIX PLANNING INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $121.4M |
| Discretionary | $100.5M83% of AUM |
| Non-Discretionary | $20.8M |
| Client Accounts | 82 |
| Avg Account Size | $1.5M |
| Employees | 4 |
| Peak AUM | $149.5MMar 2022 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $121M | 4.0% | +3.1% | 1.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $121.4M |
| Discretionary | $100.5M |
| Employees | 4 |
| Client Accounts | 82 |
| Client Range | 1-10 |
Contact & Location
Address
3015 MAIN STREET
SANTA MONICA CA 90405
Phone
310-399-0457
Filing History
35 ADV Part 1 submissions
Fee Structure
HourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$101M
82.8% of AUM
Non-Discretionary
$21M
17.2% of AUM
Disc. mix ▲ 13.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm